Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.
Description
DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.
API Access
Has API
API Access
Has API
Integrations
Doc.It by IRIS
8am CPACharge
Dayshape
Kinective Bridge
Virtual Cabinet
Integrations
Doc.It by IRIS
8am CPACharge
Dayshape
Kinective Bridge
Virtual Cabinet
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management