About CCH iFirm
CCH iFirm by Wolters Kluwer is a cloud practice management platform for tax and accounting firms. It centralizes client records, document management, and client portals, while supporting jobs, billing, and time tracking to improve workflow efficiency. Capacity planning and resource allocation tools help firms manage workloads and staffing. Integrations with FeeSynergy and Xero connect billing and accounting systems. Training is available via webinars, documentation, and live sessions, with pricing by quote. CCH iFirm is positioned for large firms that need scalable practice management and secure client collaboration. Key capabilities Client portal and document management Job tracking, billing, and time logs Capacity planning and resource allocation Workflow automation and reporting Integrations with finance tools Best for: Accounting firms managing high client volumes.
CCH iFirm Details
CCH iFirm's In-App Market Place
Does CCH iFirm have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
AUD ($), CAD ($), GBP (£), USD ($)
Pros & Cons
- Comprehensive Practice Management: Covers all aspects of accounting practice management.
- Cloud-Based: Accessible from anywhere with internet access.
- Workflow Automation: Increases efficiency and reduces manual tasks.
- Secure Document Management: Ensures data security and easy access.
- Client Portal: Enhances client communication and document exchange.
- Learning Curve: May require time to learn all features.
- Cost: Can be expensive for small firms.
- Limited Integrations: Only integrates with a few other tools.
- Customization: Limited customization options.
- Support Response Time: May vary depending on the region.
CCH iFirm's Support Options
Email Address
info@wolterskluwer.comContact
+31 172 641 400