CCH iFirm

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

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.

CCH iFirm Suite $1,195

 With the CCH iFirm Suite Practice Manager and Client Portal, you can combine the ability to track firm productivity with Practice Manager and assign work to firm employees with secure client communications with Client Portal – in a single platform.