Simplify Your Office

Improve your office's processes — both internally and when working with clients — with the CCH iFirm Suite of solutions!

  • Practice Manager
  • Client Portal

  • CCH iFirm Suite

Practice Manager $550

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CCH iFirm Practice Manager allows you to monitor and streamline every aspect of your tax and accounting business.

  •  Track workflows
  •  Easily view job status
  •  Centralize client data
  •  Keep a record of time spent on jobs
  •  Integrate with ATX™ and TaxWise®

 By consolidating business information and tools into one centralized, secure location, CCH iFirm Practice Manager simplifies the digital workflow of your tax and accounting business

  • Included 

    Practice manager


    Training and support

    Included 1 user  ( 3 additional users for $330 )

    One time setup fee $107

  • Add-ons

    Additional Users

    • Annual $330 / Monthly $32.00 - Pack of 3
    • Annual $142 / Monthly $14.25 --- Single

    Storage (5GB Increments)

    • Annual $27.50 / Monthly $2.50

Client Portal $495

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Discover a smarter and secure way to share documents with clients.Expand Your Office in the cloud with CCH iFirm Client Portal. CCH iFirm Client Portal will make the filing process easier for you and your clients. You’ll be able to:

 

  • Securely share documents within your office and with your clients
  • Quickly see when documents were uploaded, downloaded, and by whom for a transparent audit trail
  • Customize your Portal homepage with your branding, messaging, and color scheme
  • Fully integrate with any ATX package

 

By quickly and securely allowing you to exchange documents with clients or internal staff via a customizable portal; CCH iFirm Client Portal simplifies your tax and accounting business in tax season and beyond.

 

  • Included

    Client Portal


    Training and support

    Included 1 user  ( 3 additional users for $330 )

    One time setup fee $107

  • Add-ons

    Additional Users

    • Annual $330 / Monthly $32.00 - Pack of 3
    • Annual $142 / Monthly $14.25 --- Single

    Storage (5GB Increments)

    • Annual $27.50 / Monthly $2.50

CCH iFirm Suite $875

 Practice Manager and Client Portal

Buy Now 
  • Included

    Client Portal and Practice Manager


    Training and Support

    Included users and additional users (add additional users 3 for $330)

    Onetime setup fee $107

  • Add-ons

Additional Users

  • Annual $330 / Monthly $32.00 - Pack of 3
  • Annual $142 / Monthly $14.25 --- Single

Storage (5GB Increments)

  • Annual $27.50 / Monthly $2.50
Simplify Your Office Today!

Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.

  • Wilklow & Associates, CPA, P.C. 

I love the ease of the product and the reports that are produced. CCH iFirm has totally allowed me to manage my firm effectively and efficiently — I would recommend it to anyone. It’s now easier to keep my employees focused on the most important tasks and I can see the productivity of jobs and profitability of clients.  
Susan Wilklow, CPA, P.C.

Contact a Representative About CCH iFirm