# CCH iFirm Software Reviews, Demo & Pricing - 2026 > Review of CCH iFirm Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/207715-CCH-iFirm --- [Home](https://www.softwareadvice.com/) / [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/) / CCH iFirm Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/207715-CCH-iFirm/reviews/) # CCH iFirm 2026: Benefits, Features & Pricing Wondering if CCH iFirm is right for your organization? Our Accounting Practice Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview CCH iFirm 4.0 [(9)](https://www.softwareadvice.com/product/207715-CCH-iFirm/reviews/) Pricing Pricing available upon request ### About CCH iFirm CCH iFirm is an integrated suite of software that provides all the required tools to run an efficient and profitable accounting practice. It enables efficient use of resources and workflow, with tools to manage contacts, jobs, invoicing, documents, client communications as well as your compliance work, all within a single unified platform. Minimise manual processes and data entry and reduce time spent on administrative tasks to unlock more billable hours and improve job profitability through our integrated software solution. As a well-established cloud solution, firms have peace of mind the software is secure and backed by Wolters Kluwer's global security framework and processes. In order for firms to maximize the benefits of the software, CCH iFirm is also fully supported by a tailored onboarding program and ongoing customer support from our local support teams. Wondering if CCH iFirm is right for your organization? Our Accounting Practice Management Software selection experts can help you in 15 minutes or less. ## CCH iFirm User Interface ## Popular CCH iFirm Alternatives Main Product CCH iFirm 4.0 [(9)](https://www.softwareadvice.com/product/207715-CCH-iFirm/reviews/) Ratings Breakdown - 4.0Ease of use - 3.50Value for money - 3.75Customer support - 3.89Functionality Pricing Available upon request Get Price Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3594)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Get Price Alternative Product [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) 4.5 [(234)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.66Value for money - 4.63Customer support - 4.51Functionality Pricing Starting at $695.00 per year Get Price Alternative Product [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) 3.8 [(115)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) Ratings Breakdown - 3.77Ease of use - 4.01Value for money - 3.86Customer support - 3.75Functionality Pricing Starting at $349.99 one time Get Price Alternative Product [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/) 4.5 [(274)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.15Value for money - 3.98Customer support - 4.54Functionality Pricing Starting at $170.00 one time Get Price Alternative Product [UltraTax CS](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/) 3.6 [(25)](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) Ratings Breakdown - 3.40Ease of use - 3.33Value for money - 2.91Customer support - 3.48Functionality Pricing Starting at CA$2500.00 per year Get Price ## CCH iFirm Pricing and Plans Starting price: $1.00 Free Trial Free Version Basic $1.00 per feature No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## CCH iFirm Features - Popular features found in Accounting Practice Management Billing & Invoicing Client Management Due Date Tracking For CPA Firms Project Management Time Tracking - More features of CCH iFirm Access Controls/Permissions Accounting Accounting Integration Activity Dashboard Alerts/Notifications API Approval Process Control Approval Workflow Audit Trail Client Portal Communication Management Compliance Management Customizable Branding Customizable Reports Customizable Templates Data Import/Export Digital Signature Document Management Document Storage Document Templates Email Management Expense Tracking For Accountants For Tax Practices Invoice Management Invoice Processing Messaging Multi-Currency Progress Tracking Project Time Tracking Reminders Reporting/Analytics Reporting & Statistics Search/Filter Secure Data Storage Staff Management Status Tracking Tax Calculation Tax Compliance Tax Filing Tax Forms Third-Party Integrations Time & Expense Tracking Workflow Management ## CCH iFirm Integrations Xero Integration rated undefined from -1 review ## CCH iFirm User Reviews Overall Rating 4.0 Ratings Breakdown 5 56% 4 22% 3 0% 2 11% 1 11% Secondary Ratings Ease of Use 4.0 Value for money 3.5 Customer support 3.8 Functionality 3.9 BW Brad W. Verified reviewer Accounting 2-10 employees Used daily for more than 2 years Reviewed July 2025 CCH iFirm a good choice 5 It has been a good choice for my practice and the integration with CCH i Know is a plus when looking for tax information. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: Support when something is wrong or need some assistance to help with any issue you may have. The intergration with ledger and workpapers is a good and adds value to my work. Cons: Maybe needs some timer to help with time billing on individual clients. Also occasionally takes a longer than necessary to load a tax return but it is not too bad just annoying when in a hurry. Reasons for choosing CCH iFirm Price and it was all online so can access from anywhere Reasons for switching to CCH iFirm Price and ease of use. Ledger was unable to do what I wanted Read More KP Kelly P. Verified reviewer Accounting 2-10 employees Used daily for less than 2 years Reviewed August 2024 CCH Review 5 Really happy with CCH overall and saves me countless hours when preparing my clients work. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The streamline workflow within the tax module is fantastic, from one screen you are able to download and input the pre-fill report from the ATO, complete the return and lodge or mark for signing. Cons: a little disjointed in the 'Jobs' listings to monitor workflow of every job in or for billing. Reasons for choosing CCH iFirm Could not offer full cloud based solution. Reasons for switching to CCH iFirm The pricing of the MYOB suit was really expensive and could not offer full cloud based solution. Read More CM Colin M. Verified reviewer Accounting 11-50 employees Used daily for less than 12 months Review source Reviewed June 2023 Worst business decision I have made in 10 years! 1 Terrible customer service just always told us they had never heard of any problems with the software and we should pay them thousands of dollars for more training on the software even though they couldn't explain how training would help with the software pausing every time we switched schedules, Review tab did not pull through parts of schedules and was thus useless and the tax software did not integrate flawlessly with the practice management as promised but instead frequently required back-and-forth. Ratings Breakdown 1 Ease of use 1 Value for money 2 Customer support 1 Functionality Pros: The ability to log on from anywhere and have my scheduling, billing and tax preparation integrated. Cons: We have had nothing but issues with this software since we began using it in October 2022. Not only is the software slow but it is also full of issues such as schedules and parts of schedules not pulling through to review tabs making them useless. I am a tech savvy, 36 year old with with experience on various tax software suites and have never had such a negative experience trying to switch over to new software. We had to abandon the software before tax season as everyone was worried it would significantly increase our time on every file.Overall the software feels half-baked and yet when I pointed out many of these issues I was told that IFirm is perfect and no one has ever had an issue and there is absolutely no way that they will refund or cancel the subscription early even though my firm was 1 month into our subscription.The system is very slow and I would lose 1.5 seconds every time I switched to a new schedule despite having 1 gigabit internet and no one else from my office on the software during November. This along with other issues meant that it doubled the time spent on preparing T1's and T2's vs our previous software. Even after preparing dozens of T2's in the software we still found it to be slow, cumbersome and unreliable.I believe the refusal to issue refunds is because there are so many other firms wanting a refund that they cannot afford to refund money and hope the client comes back once the software is improved (if ever). Do not make the same mistake! Reasons for choosing CCH iFirm I wanted one system for billing, work-flow and tax preparation. Reasons for switching to CCH iFirm I wanted one system for billing, work-flow and tax preparation. Read More PC Peter C. Verified reviewer Accounting Self-Employed Used daily for less than 2 years Reviewed January 2024 One Year After Implementation 4 Friendly personal service. Software could still do with some simple tweaks to improve functionality. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: Access to support was so much better than what was being experienced at Access. Cons: Absence of expected functionalities - EG: linking accounting package to tax return Reasons for choosing CCH iFirm The people I dealt with were friendly helpful and patient. Reasons for switching to CCH iFirm Poor customer service. Declining personal service and excessive cost. Read More JL Janet L. Verified reviewer Accounting 2-10 employees Used daily for less than 6 months Reviewed September 2024 Good ty 5 Wonderful , btw consultant \[sensitive content hidden\] is best, thank you. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Professional and patient and knowledgeable Cons: Can not send email directly from cch, after completing out for sign Read More LC Leah C. Verified reviewer Accounting 11-50 employees Used daily for more than 2 years Review source Reviewed December 2022 iFirm = iAwesome 5 Wonderful. We have been using the software for 2 years now and have never looked back! Ratings Breakdown 5 Ease of use 3 Customer support 5 Functionality Pros: This software created the opportunity to consolidate our client database, secure data transfer, project management, AR/AP, and internal monitoring - all into one program. The customization that is available is beyond what I have seen in other comparable products out there. You can track basically whatever you want for data and build out reports on a plethora of things. Cons: One struggle we have had is a lack of personalized support. Once implementation is complete, support comes at a cost. However, iFirm does have an AMAZING help library that dives into pretty much every topic you can imagine related to the program. Reasons for switching to CCH iFirm Better capabilities, ease of use. Online platform. Read More NS Natalie S. Verified reviewer Accounting 2-10 employees Used daily for more than 2 years Review source Reviewed September 2022 CCH iFirm - not reliable and lacks necessary features 2 We started using iFirm as one of the original users when it came out. We gave it several years as they kept telling us they were fixing the issues with the developers. We stopped using it at the end of 2021 since we couldn't rely on it and ATX would not consistently sync any longer. Ratings Breakdown 2 Ease of use 2 Value for money 2 Customer support 2 Functionality Pros: CCH iFirm provides document management for clients and some workflow management. Cons: It is cumbersome to use properly. The workflow management of job tracking limits the job status description. The administrator can't even delete job types once created or make the inactive. There are only 3 basic color codes used for job status so each job status will fall into one of the colors. If a job status is put into the Green like a status of "completed", but not filed, then it no longer shows on the dashboard. The dashboard is limited on what it displays, running reports to give pertinent information is also limited. One of the largest pitfalls of the iFirm, is the actual customer information and syncing with ATX. When you open ATX, if there is a difference between what is showing on the return and what is shown in iFirm a pop-up appears saying there is a difference, but it doesn't even say what the difference is. It could be an address, a birthdate, a dependent, etc. So it useless to have the pop-up. You have to verify the information in both programs since the pop-up doesn't disclose the difference. Basically waste of time, which the program is supposed to make it easier so you don't have to update both softwares. There is also no apartment location in iFirm but there is in ATX so that confuses it further. If you put Apartment in iFirm it must be on an address line and if you actually sync with ATX then it puts the apartment on an address line and on the apartment line so you have Apt listed on tax return twice. Reasons for choosing CCH iFirm Not using IFirm any longer. Switched to TaxDome which provides a lot more features. Read More AH AdaM H. Verified reviewer Accounting 11-50 employees Used daily for less than 2 years Reviewed January 2024 AH - Review 4 Ratings Breakdown 5 Ease of use 4 Customer support 4 Functionality Pros: Ease of use and interface + the job management for our practice. Cons: There isn't anything to dislike, it potentially could be re-vamped with a more new look setup but that is being very picky! Read More CM Charlene M. Verified reviewer Accounting 5001-10000 employees Used daily for less than 2 years Review source Reviewed September 2023 Great program for accounting 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: CCH iFirm give's you access to different tax prep years to be able to file your client's tax returns. It is a smooth and easy program and new updates are available to get the job done easier. Cons: I haven't really found anything I don't like about iFirm. Read More Showing 1 - 9 of 9 Reviews [See All Reviews](https://www.softwareadvice.com/product/207715-CCH-iFirm/reviews/) ## Other Top Recommended Accounting Practice Management Software [BQE CORE Suite](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/) **4.5** (786) Recently recommended **9** times [Mango Practice Management](https://www.softwareadvice.com/bpm/mangobilling-profile/) **3.8** (60) Recently recommended **7** times [Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/) **4.5** (286) Recently recommended **4** times [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) **4.5** (20650) Recently recommended **0** times Stuck Between Options? Our experts can help you compare CCH iFirm with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice