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CCH iFirm

iFirm Documents

Easy document management for accountants of a firm. Change the old days manual process of recording and storing documents; by bring all your hard and soft copy documents into one single and easily accessible location with the CCH iFirm Document Management. Arrange entire documents client-wise into folders and sub-folders subsequently. The all over process of document management for accountants provides you the power of easy access are remarkably incredible.

Document Management Made Easier For Accountants

Just Click a Contact

Wherever you are, whatever the time, iFirm Documents enables you to access all your clients’ files, simply by clicking their contact record. All you need is an Internet connection to have complete visibility on every single one of your clients, and synchronized updates ensure you’re always looking at the latest copy.

Best Value Storage

Your iFirm Document client folder will be held in the cloud by the leading cloud storage provider, Dropbox. This means you’ll experience the comfort and convenience of cutting-edge cloud storage and security, plus first class customer service and the very best value for money.

Save Space & Time

The floor space you will save using iFirm Documents in your office is just the beginning. Every single soft and hard copy is stored in one single, electronic location (client-wise), which is user friendly and easily accessible to even the most non-tech savvy staff.

TO RUN MY PRACTICE

Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.

You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.

Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.

Learn more about Practice Manager, Practice Knowhow, iFirm Documents, Client Portal and Contacts.

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  • "After moving to CCHiFirm, billing has become faster, accurate and real-time. We have total control over the execution of jobs and working files, and are able to assess profitability of each job. Also we no longer forget to charge disbursement to clients, which was otherwise eating into profits."
    CA. Suresh M. V

  • "With CCHiFirm's automated system of capturing data, it resolved the challenge of capturing attendance details in three ways: It captured, analysed and provided reports based on our various requirements. It also acted as a point of reference for employees who wanted to check their leave details, bringing in a firm-wide accepted process."
    KNAV & Co

  • "CCHiFirm has proved to be very useful to ANRK to achieve effective cost tracking, time tracking and finally, mark-up identification. Through CCHiFirm we are able to realize higher revenue and greater mark-up generation."
    A N R K & Associates LLP

  • "We are very happy with CCHiFirm. We are using it mainly for job tracking and resource allocation. It is also helping us arrest revenue leakages, which was happening earlier. We are very happy with the support which we are getting onsite & offsite and will definitely recommend CCHiFirm to our peers."
    CA Lalitha B

  • "Having CCHiFirm is like having an admin person reporting me all key metrics 24 x 7. I especially like features like: Costing of Job, efficiency-wise ranking of staff, reporting of delayed job either allotted time-wise or date-wise. The best part of the software is the “Client Portal” feature; it has become our USP!"
    Malav C Sheth & Co

  • "We are using CCHiFirm for more than a year now. We are mainly using it for job tracking and invoicing. There are so many good features available & we really like the automated invoice emailing from system. We are 100% satisfied with the support which we are getting during our transactions and in general. We will definitely recommend CCHiFirm to our peers."
    Korah & Korah Chartered Accountants

TO SUPPORT MY CLIENTS

Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.

From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.

Learn more about Client Portal.

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CONTACT

Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.

Call us on: +91 9810122683

or click here to send us an enquiry.

 

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