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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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BC Shetty & Co.

Radisson Consulting

Arvind Rao & Associates

A John Moris & Co.



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.


  • "With CCH iFirm, we have integrated all business functions and now have better control over our business operations. The system is up-to-date with client information including contact details, jobs in progress, invoiced value and account receivables."
    Sathya Hegde, BC Shetty & Co.
    View Case Study

  • "The CCH iFirm Practice Management tool has clearly given us greater visibility, more control and helped us in increasing our productivity by 25% within the first six months."
    Viral Chotai, Radisson Consulting
    View Case Study

  • "CCH iFirm has become intensely crucial to our day to day practice. In fact, I regret not having used it from ground Zero. That would have certainly enabled us to enhance our Profits and Efficiency even further."
    Arvind Rao, Arvind Rao & Associates
    View Case Study

  • "CCH IFirm is the next generation cloud based software that has given us the power to run more efficiently and profitably."
    A John Moris & Co.
    View Case Study


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.


  • "CCH iFirm provides comprehensive intelligent reports that help us keep tabs on our project status, job status, whether it is pending, allocated or completed and staff productivity through timesheets at any given point of time. CCH iFirm keeps us updated on cost per job allowing us to take necessary action to sustain profitability."
    Mihir Tanna
    Associate Director | Taxation, SK Patodia & Associates

  • "CCH iFirm has helped us gain better control over our Firm’s operations. We are now able to systematically manage all client information, track jobs end to end and eliminate bottlenecks to increase our profitability by 12%."
    Niraj Harodia
    Partner, KASG & Co.

  • "With CCH iFirm we are able to ascertain efficiency of each resource through timesheets and optimize our workforce to meet the set deadlines. It is like we now have an extra pair of eyes and arms to help us streamline our business processes and become more efficient."
    Mr. Sachin Vasudeva
    SC Vasudeva & Co., Delhi, Part of Morrison International Network

  • "CCH iFirm allows us to manage our business operations effectively from anywhere. It’s all-encompassing reports have enabled seamless communication within the Firm."
    CA Vineet Surana
    Surana Naveen Vikash & Co., Kolkata

  • "CCH iFirm’s dashboard and the reports have certainly given us extensive insights into the progress of projects and performance of the resources enabling us to enhance our profitability by 12%."
    Mr. Niraj Harodia
    KASG & Co., Kolkata

  • "CCH iFirm provides for seamless integration of assignments client wise and gives a 360° degree view for better control. The best feature of CCH iFirm is that it can be operated from anywhere which is critical for us as our senior management is always on the move."
    Mr. Naman Shrimal
    Jain Shrimal & Co., Jaipur

  • "As the staff monitoring improved with CCH iFirm delays were reduced and our productivity increased by nearly 20%."
    Mr. Manoj Nagrath
    SP Nagrath & Co. LLP, Delhi



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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