CCH iFirm 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.

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Company Details

Company:
Wolters Kluwer
Year Founded:
1987
Headquarters:
Netherlands
Website:
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

CCH iFirm Features and Options

Accounting Practice Management Software

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 Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

CCH iFirm User Reviews

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