CCH iFirm

What CCH iFirm is

CCH iFirm is a cloud-based practice-management ecosystem for accounting and tax practices, centered on a shared client database. Practice Manager tracks workflows and job status, centralizes client information, and records time spent on jobs. Capacity planning helps firms identify monthly staffing needs and bottlenecks, while linked jobs and invoice modules can generate invoices when work is completed. Client Portal lets firms share documents, data, and reports, and clients can upload documents. The portal uses encryption to protect shared material; the cloud security controls also include encryption, regular backups, and authentication protocols. APIs support automation for contacts, users, and security functions, as well as data transfers. The U.S. Practice Manager package integrates with ATX and TaxWise, while Client Portal integrates with any ATX package. Wolters Kluwer says managed online updates provide new features, and its India page describes implementation, support, and training. Paid annual plans are Client Portal at $730 a year, Practice Manager at $820 a year, and CCH iFirm Suite at $1,295 a year. Each includes one user, training and support, and a one-time setup fee of $157.50. Additional users and storage are listed at extra annual costs.