The easiest way to work
CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use app will support a positive client experience and the building of client relationships.
Intelligent integration
CCH iFirm Client Portal is fully integrated with Practice Manager and Document Vault. Client data is automatically synchronised across all software in your practice.
We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration - CCH iFirm was the compelling mix we were looking for.
This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
What our customers say
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Case studyTax & AccountingJune 26, 2024
CCH iFirm enables improved workflow management for RCB Advisors
A case study and review of CCH iFirm from accounting firm RCB Advisors. -
Case studyTax & AccountingMay 07, 2024
Herkess & Partners simplifies operations with CCH iFirm: A single, integrated cloud system
A case study and review from accounting firm Herkess & Partners which implemented CCH iFirm integrated cloud software to simplify practice operations. -
Case studyTax & AccountingApril 16, 2024
AstuteMed transforms workflow management and enhances billings with CCH iFirm
A case study and review from accounting firm AstuteMed, which implemented CCH iFirm practice management software to help optimise workflow management as well as CCH iKnowConnect and CCH Learning -
Case studyTax & AccountingFebruary 26, 2024
CSI & Co are delivering more value to clients with Wolters Kluwer Tax & Accounting solutions
CSI & Co’s goal to deliver complementary technology and workplace benefits led to a full review of competitive professional audit solutions, with Wolters Kluwer CCH being selected as the successful technology partner.
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
CCH iFirm Wins Silver
2024 Asia Pacific Stevie Awards for Innovation in Digital Transformation
CCH iFirm Wins Gold
2023 Golden Bridge Award in the Product Development Project or Initiative of the Year category
CCH iFirm Wins Bronze
2024 International Business Award for Innovation