CCH iFirm Jobs & Billing is a practice management system that runs in real time. Capacity planning, with finely tuned efficiency, bottlenecks are easily identified and reallocated. Jobs are spread evenly across your resource base and more intelligent automation makes life easier for everyone.
- Super-fast job allocation
Resource allocation and job orders are handled with just a few mouse clicks. Smart workflow automation and seamless integration take care of all the administration in recurring jobs. - Stocked tool kit
Everything is at your fingertips. Whatever screen you’re working on, you’ll see all the tools you need to succeed. You can utilize existing workpapers and procedures or add your own to any job. And you can manage all content via the Intranet. - Pricing simplicity
From specific job fees to a model that automates processes across your whole firm, CCH iFirm Jobs & Billing handles pricing work with total simplicity. Once your model is set up, you have ultimate flexibility and convenience at every stage of the invoicing process, and when it comes to accounts receivable, you’ll never miss a beat. - Integrated tax research
Enhance your workflow with CCH® AnswerConnect within CCH iFirm®. Topline answers to your questions. Verified and backed by trusted sources.
Customer resources
Elevate your reporting capabilities with data visualization
CCH iFirm® Analytics is a powerful add-on that pulls from your firm’s data to provide visualizations for current WIP, aged accounts receivable, clients and jobs, realization, and other key metrics. Easily identify patterns and extract valuable insights that will help drive informed and proactive firm management.’
Drilled down reporting
CCH iFirm Jobs & Billing generates highly valuable reports on cash flow, revenue, workflow, profitability, employees, billing, receivables workflow and more. A customizable dashboard and a smart range of search filters tell you everything you need to know across the whole firm at a glance, so any issues can be dealt with as they occur.
Capacity planning, eliminate bottlenecks
Add new breakthrough technology; automatically adjusts real-time capacity as timesheets are entered, jobs allocated and staff records updated. You know exactly what staff resource is required every month of the year.