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CCH iFirm

Why CCH iFirm

For over 40 years, Wolters Kluwer, CCH iFirm cloud based office management software has been helping chartered accountants. You could even say we wrote the book on it.

Features of Cloud Based Office Management Software for Chartered Accountants

office management software for chartered accountants

Tailored for Accountants

CCH iFirm is built especially for chartered accountants. Keeping your needs in mind the software is customized with features like dashboard for chartered accountants. We believe that for any businesses’ the accountants are most trusted partners, and we have the opportunity to make this relationship even stronger.

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Dashboard for Chartered Accountant

Integrated View of Customers

CCH iFirm gives you complete control over business operations – Get a 360 degree view of clients, contact, jobs billing and debtors.

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cloud based software for accountants

Track Jobs from Start to Finish

The cloud based office management software makes allocating jobs and prioritizing them for the staff easy and less time consuming. You can set up jobs individually, in bulk or as recurring jobs within the firm. Keep track of man-hours spent on a job and ensure every assignment and client is profitable, thus, improving overall profitability and productivity of the Firm.

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Cloud based office management

Optimize Resource Allocation

Reduce Staff Costs; CCH iFirm ensures resources are never underutilized or are idle. The capacity planning module ensures you maintain ideal staff strength across the year making sure you are optimally staffed.

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Dashboard for Chartered Accountant

Monitor Staff Productivity

Boost Staff Productivity, Keep track of staff performance with timesheets. Get full view of how resources spend hours on jobs so you can coach them to optimize performance.

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cloud based software for accountants

Take Complete Control of Cash Flow

Never miss to invoice your clients, CCH iFirm provides for a tight integration between jobs and invoice modules, thus, ensuring invoices are generated as soon as the jobs are completed. It also provides for a consolidated view across clients invoiced, accounts receivables and payments received.

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Cloud based office management

Take Control of Firm's Profitability and Performance

CCH iFirm Software’s Dashboard & Reporting has wide range of reports to help you measure the performance of your staff and Firm regularly and rework your strategies to improve wherever necessary.

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Dashboard for Chartered Accountant

Close Connectivity

Connection is a CCH iFirm keyword, so we build a software that keeps stakeholders truly in touch. You’ll be empowered to connect, communicate and collaborate easily with your clients.

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cloud based software for accountants

Expertise on Call

Implementation and support team at Wolters Kluwer, CCH will ensure smooth roll-out of the product, regular training and hand holding sessions to warrant 100% adoption.

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TO RUN MY PRACTICE

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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TO SUPPORT MY CLIENTS
 

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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