Maximize your practice efficiency with CCH iFirm
CCH iFirm is a leading practice management software ecosystem designed to empower accounting professionals and streamline your operations firm-wide. Its centralized client database provides a holistic platform for managing clients, projects, and workflows.
We equip accounting firms with the tools to integrate, monitor, and optimize all critical business aspects, from tax compliance to invoicing and capacity planning. Get ready to employ the power of integration, automation, and collaboration like never before.
With CCH iFirm, you can:
- Streamline workflows: Simplify processes, reduce manual tasks, and improve overall efficiency.
- Enhance tax compliance: Ensure accurate, compliant and timely tax filings.
- Optimize invoicing: Improve billing processes, accelerate payments, and enhance cash flow.
- Improve capacity planning: Effectively manage workload, allocate resources, and maximize productivity.
With CCH iFirm, you can confidently manage your practice and give your clients the detailed and efficient service they deserve.
Serve my clients
Simplify tax preparation with Canada's leading cloud-based tax software. CCH iFirm® Taxprep offers powerful tools for accurate and efficient tax return preparation.
Tracking
Track and update your T1 volume with real-time oversight. Busy season simplified.
Jobs & billing
Streamline your workflow and boost efficiency with CCH iFirm® Jobs & Billing. This all-in-one solution helps you manage jobs, billing, capacity planning, and firm KPIs more effectively.
Client portal
Enhance communication and collaboration with CCH iFirm® Portal. Securely share documents, messages, and updates with your clients.
Documents
Centralize and secure your client documents with CCH iFirm® Documents. Store, access, and share files effortlessly from anywhere, anytime.
Digital signatures
Get documents signed electronically with CCH iFirm® Digital Signature. Speed up the signing process and reduce paperwork.
Common APIs
Integrate CCH iFirm with other applications using standard APIs. Customize your practice management solution and extend its capabilities.