Existing Customers
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Practice Manager
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Client Portal
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CCH iFirm Suite
Practice Manager $640
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
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Included
Practice manager
Training and support
Included 1 user
One time setup fee $124.50
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Add-ons
Additional Users
- $385 - Pack of 3 (annual)
- $165.00 - Single User (annual)
Storage (5GB Increments)
- $32.00
Client Portal $575
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.
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Included
Client Portal
Training and supportIncluded 1 user
One time setup fee $124.50
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Add-ons
Additional Users
- $385 -- Pack of 3 (annual)
- $165.00 -- Single User (annual)
Storage (5GB Increments)
- $32.00
CCH iFirm Suite $1,020
Practice Manager and Client Portal
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Included
Client Portal and Practice Manager
Training and SupportIncluded 1 user
Onetime setup fee $124.50
-
Add-ons
Additional Users
- $385 - Pack of 3 (annual)
- $165 --- Single User (annual)
Storage (5GB Increments)
- $32.00
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.
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Wilklow & Associates, CPA, P.C.
Contact a Representative About CCH iFirm
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