About CCH iFirm

CCH iFirm is a cloud-based accounting practise management solution, designed to help accounting firms streamline workflows and implement various invoicing programs. It allows professionals to store client documents, track emails and grant read, edit, or delete permissions.

The application lets professionals plan capacities, identify staff requirements and detect bottlenecks. It includes an intranet module that allows employees to search through the knowledge base and access training materials, templates and procedures. Managers can allocate tasks and automate workflows for recurring jobs. Using the CCH iFirm Portal, finance teams can interact with clients and share documents securely. Tax practitioners can also prepare taxes, customize calculations, and manage...

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