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Wolters Kluwer CCH iFirm

Sold by : Wolters Kluwer

67%

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About Wolters Kluwer CCH iFirm

CCH iFirm- ca office automation software for Chartered Accountants is designed around jobs, workflow and resource planning. Streamline your business operations & achieve healthier bottom lines and happier staff. CCH iFirm can be accessed anywhere & anytime. This practice management software for accountants lets you retrieve any information on clients, jobs, workflow real-time on a web browser.

Sold By : Wolters Kluwer

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Wolters Kluwer CCH iFirm Features

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.
Employee-wise. Client Portal where in documents can be shared with clients. Calendar view to track daily activity-Client-wise. Practice Know-How.
CCH iFirm Practice Manager’s Dashboard & Reporting has 70+ reports to help you measure the performance of your staff and Firm regularly and rework your strategies to improve wherever necessary.  
Communication is critical in managing workflow and monitoring performance. Alerts remind you of deadlines and resource issues. Practice Manager sends automated alerts that are set up to follow rules. Alerts from system at a certain percentage of total expected budget. BulkEmail.        
With automated workflow management software for accountants, it is quick and easy to allocate jobs, resources and determine the order of priority. Ensure your staffs work efficiency through jobs prioritized by their Manager, and have zero distractions. Resource Allocation.  Calendar view to track daily activity-Client-wise. Real Time Jobstatus update to clients.
Practice Manager sends automated alerts that are set up to follow rules (that you set up) to keep the team on track and keep managers informed of progress.
Maintenance of Different Billing Entities. Invoice Rounding off. Customized Invoice Templates. Invoice Billing.
Job Checklist. Job Dynamic Fields. Timesheet Approval. Missing Timesheet on a daily basis. Copy Timesheet Feature. Calendar view to track daily activity-Client-wise. Real Time Jobstatus update to clients. 
Tally Integration.
Unlimited DATA Storage.

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Wolters Kluwer CCH iFirm Specifications

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Wolters Kluwer CCH iFirm Reviews

67% Highly Recommended

OVERALL 4.5 star-icon

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Customer Feedback

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We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.

Anuj Bhatia

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Techjockey is a good place to go

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Oct 30 2018

Anuj Bhatia

Position: User

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Oct 30 2018

Jas Kaur

Position: User

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Wolters kluwer CCH iFirm has helped us make our organisation work more effeciently and effectively

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Apr 17 2018

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