CCH iFirm is an award-winning practice management software ecosystem built around a centralized client database that helps accounting professionals serve their clients and manage their practice.
CCH iFirm is cloud-based software that helps you integrate, monitor and streamline all the key facets of your business. CCH iFirm delivers the power of integration, automation and collaboration to create new opportunities for streamlined workflow, as well as for the implementation of more effective invoicing programs and better capacity planning without increased costs. CCH iFirm is trusted by more than 400 CA firms in India and South Asia.
Run My Practice
Practice Manager
Jobs & Billing – This practice management system lets you increase your efficiency and streamline your workflow with super-fast job allocation. And you can send off online invoices quickly, when it’s time to bill.
Capacity Planning – Set clear expectations, remove capacity bottlenecks and know what staff resources are required every month of the year.
Documents
Take documents into the cloud for one easy click access. Save your client files permanently at the contact level or save them directly in specific jobs within CCH iFirm
Serve My Clients
Intranet
Take all your intellectual property and deposit it in one central, secure location. Give your staff access to internal information and insight. Internal knowledge sharing helps your employees save time and improve productivity.
Client Portal
Streamline your client communication by securely sharing your documents online – and enhance the efficiency of your day to day dealings. CCH iFirm Portal employs the very latest tried and tested security innovation.
Get a free demo of CCH iFirm
Customer Testimonials
At B C Shetty & Co. Chartered Accountants we have been using CCH iFirm from 2014. CCH iFirm has enabled us to have control over the billing, delegation of roles, capacity planning, timesheets and cash flow. Now, we cannot imagine running our practice without CCH iFirm!
We have been using CCH iFirm since March 2016. We mainly use it for Job Tracking and Invoicing. There are so many good features available and we particularly like the automated invoice emailing from the system. We are 100% satisfied with the support that we are getting. We will definitely recommend CCH iFirm to our peers.
CCH iFirm: An award-winning automated practice management solution
Optimize Resource Allocation
Reduce Staff Costs. CCH iFirm ensures resources are never underutilized or are idle. The capacity planning module ensures you maintain ideal staff strength across the year, making sure you are optimally staffed.
Monitor Staff Productivity
Boost Staff Productivity. Keep track of staff performance with timesheets. Get full view of how resources spend hours on jobs so you can coach them to optimize performance.
Take Complete Control of Cash Flow
CCH iFirm's Dashboard & Reporting has a wide range of reports to help you measure the performance of your staff and firm regularly.
Take Control of Firm's Profitability and Performance
Never miss to invoice your clients,. CCH iFirm provides a tight integration between jobs and invoice modules, ensuring invoices are generated as soon as the jobs are completed.
Close Connectivity
Connection is a CCH iFirm keyword, so we built a software that keeps stakeholders truly in touch. You'll be empowered to connect, communicate and collaborate easily with your clients.
Future-Proofed Tech
Whatever change or growth your practice is exposed to, CCH iFirm goes with you.
Close Connectivity
Connection is a CCH iFirm keyword – so we build software that keep stakeholders truly in touch.
Expertise on Call
Implementation and support team at Wolters Kluwer will ensure smooth roll-out of the product, regular training and hand holding sessions to warrant 100% adoption.