CCH iFirm

High Performer

4.3/5

Based on 14 Reviews

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Features
User Reviews

What is CCH iFirm?

Discover a class-leading, integrated suite with all the essential tools you need to run your modern accounting practice. CCH iFirm brings you, next generation, sharp and efficient practice management that is designed around jobs, workflow and resourcing.

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CCH iFirm Starting Price

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CCH iFirm Screenshots

Key Features of CCH iFirm

Here are the powerful features that make CCH iFirm stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

Practice Management Software Accounting Software Document Management Software Office Management Software Law Firm And Advocates Software

Approval Process Control
Approval Workflow
Billing & Invoicing
Calendar Management
Case Management
Claims Management
Client Management
Client Portal
Contact Management
Contract Management
Document Management
Due date tracking
E-Prescribing
Email Management
EMR / EHR
For CPA Firms
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling
Project Management
Scenario Planning
Staff Management
Task Management
Tax Filing
Time Tracking
Workflow Management

401(k) Tracking
Access Controls
Account Tracking
Accounting
Accounting Integration
Accounting Management
Accounting Practice Management
Accounts payable
Accounts Receivable
Accrual Accounting
ACH Check Transactions
ACH Payment Processing
Activity Tracking
Ad hoc Analysis
Ad Hoc Reports
Agency Management
Allocation
Analytics
Appointment Management
Appointment Reminders
Approval Process Control
Approval Workflow
Archiving & Retention
Asset Budgeting
Asset Lifecycle Management
Asset Management
Asset Planning
Audit Planning
Auto Dealer Accounting
AutoEntry
Automated Notices
Automated Scheduling
Automatic Time Capture
Background Screening
Balance Sheet
Bank Reconciliation
Banking
Banking Integration
Barcode Integration
Barcoding
Barcoding / RFID
Benchmarking
Benefits Management
Billable & Non-Billable Hours
Billable Hours Tracking
Billing & Invoicing
Billing and invoicing
Billing Management
Billing Portal
Billing Rate Management
Bills of Material
Bonds / Stocks
Bonus Management
Bonus
Loan & Advances Management
Bookkeeping
Budget Tracking/Job Costing
Budgeting
Budgeting & Forecasting
Business Performance Management
Business Process Automation
Business Rules Management
Calendar Management
Case Defined Timekeepers
Case Management
Case Notes
Cash Management
Change Orders
Channel Management
Charting
Check Printing
Check Processing
Checks & Controls
Church Accounting
Client database
Client Management
Client Portal
Client Statements
Collaboration
Collections
Collections Management
Commercial
Commission management
Committee Management
Commodity Futures
Communication Tracking
Compensation Assessment
Compensation Calculation
Compensation Management
Compensation Plan Modeling
Compensation Statements
Completion Tracking
Compliance Management
Compliance Reporting
Compliance Tracking
Conflict Management
Connect my bank
Consolidation/Roll-Up
Construction
Construction Accounting
Construction Breakdowns
Contact Database
Contact Management
Contingency Billing
Contract Management
Contractors
Corporate Banking
Cost Tracking
Cost-to-Completion Tracking
Court Management
CPA Firms
Credit Bureau Reporting
Critical Date Alerts
CRM
Customer DataBase
Customer Management
Customizable Dashboard
Customizable invoices
Dashboard
Data Exchange Capabilities
Data Source Connectors
Debit Card Support
Depreciation Management
Direct Deposit
Disposal Management
Distribution
Distribution Management
Docket Management
Document Archiving
Document Management
Document Printing
Document Retention
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Drill Down
Due date tracking
Dues Management
Dunning Management
Duplicate Payment Alert
eCommerce
eCommerce Accounting
eCommerce Tools
Electronic Signature
Email Integration
Email Management
Employee Database
Employee Management
Employee Scheduling
Enterprise Asset Management
Equipment Maintenance
Equipment Tracking
ERP
Event Management
Expense Management
Expense Report
Expense Tracking
Field Sales Management
File Sharing
Financial Accounting
Financial Management
Financial Reporting
Financial Reports
Fixed Asset Management
FMLA Tracking
For Private Schools
For Real Estate
Forecasting
Forms Management
Fraud detection
Fund accounting
Fund Management
Fundraising Management
General Ledger
General Ledger Entry
Goal Setting / Tracking
Government
Grant Management
Graphs & Charts
GST
Historical Database
Hourly billing
Hourly Employee Tracking
HR & Payroll
HR Management
Idea Management
Import / Export Management
In-House Collections
Incentive Programs
Incident Reporting
Income Statements
Intelligence Reporting
Interaction Tracking
Internal HR
International Accounting
Inventory Management
Inventory Tracking
Investment
Invoice
Invoice Designer
Invoice Management
Invoice Processing
Invoicing
Issue Management
Item Management
Job Costing
Job Requisition
Job Work
Key Performance Indicators
Knowledge Base Management
Late Fee Calculation
Law Firms
Legal Case Management
Listing Management
Logistics Management
Loyalty Program
Mail Order
Maintenance Management
Manufacturing
Marketing Management
Material Management
Material Workflow
Member Database
Membership Management
MIS Reporting Capabilities
MIS Reports
Mobile Access
Mobile App
Mobile Payments
Mobile Support
Mobile Time Tracking
Modeling & Simulation
Multi Currency
Multi Location
Multi-Branch Connectivity
Multi-Company
Multi-Country
Multi-Department/Project
Multi-Office
Multi-State
Multi-Store Management
Multiple Billing Rates
Multiuser Login & Role-based access control
Nonprofits
Onboarding
Online Banking Integration
Online Booking
Online document storage (back-up)
Online invoicing
Online Payment Processing
Online payments
Online Punch Card
Opportunity Management
Optical Character Recognition
Order Fulfillment
Order Management
Outstanding
Overpayment Processing
Overrun Projections
Overrun Reporting
Overtime Calculation
Owner Portal
Partial Payments
Partnership Accounting
Payment Gateway Integration
Payment Handling
Payment Management
Payment Plans
Payment Processing
Payment Tracking
Payroll
Payroll Management
Percent-Complete Tracking
Performance Appraisal
Performance Metrics
Portfolio Management
POS invoicing
POS Transactions
Predictive Analytics
Procurement
Procurement Management
Product Database
Production Cost Tracking
Production Management
Profit/Loss Statement
Project Accounting
Project billing
Project Management
Project Tracking
Property Management
Purchase Order Management
Purchase Orders
Purchasing
Qualitative Analysis
Quantitative Analysis
Quotation & Estimates
Rate Management
Receipt Management
Receipt Printing
Receipt Upload
Reconciliation
Records Management
Recruiting Firms
Recurring Billing
Recurring invoice
Recurring/Subscription Billing
Reimbursement Management
Reminders
Remote Document Access
Rent Tracking
Reorder Management
Report Export
Reporting
Reporting/Analytics
Residential
Residential Leases
Residential Properties
Resource Management
Retainer Billing
Returns Management
Revenue Management
Revenue Recognition
RFI & Submittals
Risk Assessment
Risk Management
Roadmapping
Rules-Based Scheduling
Salaried Employee Tracking
Salary Planning
Sales Forecasting
Sales Tax Management
Scenario Planning
Scheme Management
School Accounting
Scorecards
Self Assessment
Self Service Portal
Serial Number Tracking
Service Request Management
Service Tax
Shipping Management
Short / Long Term Rental
Signature Capture
SKU / UPC codes
SOAP Notes
Spend Control
Spend Management
Staff Calendar
Staff Management
Status Tracking
Statutory Capabilities
Stock Management
Strategic Planning
Subcontractor Management
Supplier and Purchase Order Management
Supplier Management
Supply Chain Management
Task Management
Tax
Tax Calculator
Tax Management
Taxation Management
TDS
TDS / TCS
Templates
Territory Management
Ticket/Issue Tracking
Time and Expense
Time Tracking
Timesheet Management
Tip Distribution
Trading Excise Registers
Transaction management
Transaction Review
Trust Accounting
Utility Billing
Variable Workforce
Vat
VAT / CST / GST Reports
Vendor Management
Version Control
Volunteer Management
W-2/1099 Preparation
Wage Garnishment
Warehouse Management
What If Scenarios
Work order management
Workflow Configuration
Workflow Management
Workstation Tracking

Collaboration Tools
Compliance Tracking
Access Controls/Permissions
Account Tracking
Action Management
Activity Tracking
Add comments
Administrative Hearings
Advanced layout and design
AI-based content creation
Analytics/ROI Tracking
Anonymity Management
Appeal Boards
Application Security
Application Sharing
Applications Management
Approval Process Control
Approval Workflow
Archiving & Retention
Assessment Notes
Audit Trail
Automated Routing
Bankruptcy Case Management
Batch Communications
Batch Processing
Billing & Invoicing
Built-in translation
Business Process Automation
Business Rules Management
Calculators
Calendar Management
Candidate Identification
Capture Management
Case List Management
Case Management
Case Notes
Cataloging/Categorization
Cell Maintenance
Certification & Licensing
Certification Management
Change Management
Change Orders
Client Management
Client Portal
Client Statements
Collaboration
Collect Signatures
Collections Management
Communication Management
Communication Tracking
Completion Tracking
Compliance Management
Compliance Tracking
Conflict Management
Construction Drawing Management
Contact Management
Content / Blogging Platform
Content Management
Contract Lifecycle Management
Contract Management
Contractors
Corporations
Court Cost Records
Court Management
Create fillable forms
Crime Scene Management
Criminal Database
Critical Date Alerts
Custom Branding
Customer Segmentation
Customizable CTAs
Customizable Dashboard
Dashboard
Data Entry
Data Exchange
Data Management
Data Protection
Data Verification
Deal Management
Defendant Records
Digital Signature
Discovery Management
Discussion Boards
Discussion Threads
Dispatching
Docket Management
Document Archiving
Document Assembly
Document Automation
Document Conversion
Document Delivery
Document Editing
Document Imaging
Document Indexing
Document Management
Document Merge
Document Retention
Document Scanner
Document Sharing
Document Storage
Document Tagging
Document Tracking
Download Managers
Drag & Drop
Drag and Drop App Builders
Drip Campaigns
Due Diligence Management
Dynamic content
Electronic Filing
Electronic Signature
Email Management
Environmental Compliance
Escalation Management
Evidence Management
Exemption Management
Expense Tracking
Feedback Collection
Field Reporting
File Recovery
File Type Conversion
Film Production Management
Fines Management
Fintech
Forms Automation
Forms Management
Full Text Extraction
Full Text Search
Government
Government Contracts
Graphical Workflow Editor
HIPAA Electronic Signature
Incarceration Records
Incident Management
Incident Mapping
Inmate Accounting
Interaction Tracking
Interactive Content
Internal Affairs Administration
Inventory Management
Investigation Management
ISO Compliance
Job Costing
Keyword Search
Knowledge Base Management
Landing Pages/Web Forms
Law Firms
Legal Document Management
Legal Forms Library
Legislative Meetings
Messaging System
Metadata Extraction
Mobile Access
Multi-Channel Collection
Multi-Channel Communication
Multiple Output Formats
OCR
Officer Shift Notes
Offline Access
On-Demand Communications
Online Forms
Optical Character Recognition
PDF Encryption
Periodic Review
Personalization
Pre-built Templates
Presentation
Print Management
Process Change Tracking
Process Mapping
Process Modeling & Designing
Procurement Management
Project Management
Publish Documents
Real Time Editing
Real-time collaboration
Receipt Scanner
Records Management
Referral Management
Remote Capture
Remote Document Access
Reporting & statistics
Residential
Resource Management
Retainer Billing
Review Management
RFI & Submittals
Role-Based Permissions
Rules-Based Workflow
Sales Intelligence
Search Option
Secure Preview
Segmentation
Signature Request
Specialty Contracts
Style and grammar suggestions
Subcontractor Management
Subject Profiles
Subpoena Tracking
Survey Management
Task Management
Template Management
Text Editing
Time Management
Time Tracking
Topic Clustering
Track changes
Trucking
Trust Accounting
Version Control
Warrant Tracking
Web Design
Work order management
Workflow Configuration
Workflow Management
Writing Assistant

quotes
Auto Birthday/Anniversary wishes
Call Center
Checklists
Client Management
Company news and alerts
Company structure
Conferencing
Create Subtasks
CRM
Document Management
Email Marketing
Employee Directory
Employee Management
Employee polling
Employee Profile
External users
File Sharing
Gantt Charts
Instant Message Delivery
Invoices
Knowledge Management
Planning
Product Catalog
Project Management
Repeating tasks and task templates
Request and approval workflows
Sales reporting
Scheduling
Task management
Tasks and Milestones
Todo lists
Workgroups & Projects

A/B Testing
Access Controls
Account Tracking
Accrual Accounting
Activity Tracking
Administrative Hearings
Advocate Management
Agency Management
Appeal Boards
Archiving & Retention
Automated Notices
Bankruptcy Case Management
Billing Management
Booking
Calendar Management
Callback Scheduling
Campaign Management
Case Defined Timekeepers
Case History
Case Management
Case Notes
Cell Maintenance
Check In / Out
Check Writing
Client database
Client Management
Client Portal
Client Statements
Collaboration
Collections Management
Commissary Management
Commission management
Communication Tracking
Completion Tracking
Compliance Management
Conflict Management
Contact Management
Contract Management
Court Cost Records
Court Management
Credit Bureau Reporting
Crime Scene Management
Criminal Database
CRM
Cross Ledger Posting
Customer Advocacy
Customer Statements
Data Import / Export
Deadline Management
Defendant Records
Discovery Management
Dispatching
Docket Management
Document Assembly
Document Imaging
Document Indexing
Document Management
Document Tagging
Email Management
Event Triggered Actions
Event-Based Notifications
Evidence Management
Expense Tracking
Fee Calculation & Posting
Field Reporting
Fines Management
Forms Automation
Forms Management
Government
In-House Collections
Incarceration Records
Incident Mapping
Indexing
Information Disclosure Management
Inmate Accounting
Investigation Management
Jury Management
Law Firms
Legal Case Management
Legal Forms Library
Legislation Tracking
Location Tracking
Multi-Office
Officer Shift Notes
Online Payment Processing
Overpayment Processing
Partial Payments
Patent / Trademark Management
Payment Plans
Petition Management
Political Advocacy
Portfolio Management
Receipt Management
Records Management
Relationship Tracking
Reminders
Renewal Management
Retainer Billing
Rules-Based Scheduling
Scheduling
Social Engagement
Spend Management
Status Tracking
Subpoena Tracking
Task Management
Tax Management
Team Management
Time Management
Time Tracking
Trademark Tracking
Transaction management
Trust Accounting
Vendor Management
Version Control
Warrant Tracking

CCH iFirm Specifications

Get a closer look at the technical specifications and system requirements for CCH iFirm. Find out if it's compatible with your operating system and other software.

Deployment :

Cloud Based

Subscription Plan :

Yearly

Accessibility :

Customization

Desktop Platforms :

Web app

MacOs

Windows

Language Support :

English

Business :

StartUps

SMBs

Agencies

Enterprises

Available Support :

CCH iFirm Categories on SoftwareSuggest :

Accounting Software Document Management Software Office Management Software Law Firm and Advocates Software

Company Details :

Company Name : Wolters Kluwer India Pvt. Ltd.

Headquarter : Gurgaon

Website : Visit Website

CCH iFirm Description

Here's the comprehensive description of CCH iFirm. Gain a brief understanding of its unique features and exceptional benefits.

CCH iFirm is an award-winning cloud ecosystem built around a centralized client database that helps accounting professionals serve their clients and manage their practice. CCH iFirm equips accounting practices with the tools they need to integrate, monitor and streamline all the key facets of their business. CCH iFirm consists of a collection of online applications that combine the power of integration, automation and collaboration to create new opportunities for streamlined workflow and increased capacity without increased costs.

CCH iFirm Resources

Brochures

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CCH iFirm Videos

Overall CCH iFirm Reviews

Thinking about using CCH iFirm? Check out verified user reviews & ratings based on CCH iFirm's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.3/5

Based on 14 Reviews

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Feature

Out of 5

Ease of use

Out of 5

Value for money

Out of 5

Customer support

Out of 5

Likelihood to recommend

Out of 100%

CCH iFirm Pros and Cons

"A good application which is on cloud."

"It is the best tool to manage workflow, resources and information, all at a single platform."

"CCH iFirm offers a gamut of features for small business to large business. I use the smallest option and it has everything I need to run my business."

"Service becomes unavailable without any warning. 2020 - At last day, of tax filing, system went down for hours and hours. 2019 -print issues during the busy tax season."

"The software is little pricy for small business and start-ups."

"I wasn't aware of their online learning platform, or else it would been much easier for me to understand the software."

View CCH iFirm Reviews

Alternatives of CCH iFirm

Explore alternative software options that can fulfill similar requirements as CCH iFirm. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

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CCH iFirm FAQs

What are the top 5 features for CCH iFirm?

The top 5 features for CCH iFirm are:

Document Management
Task Management
Time Tracking
Billing & Invoicing
Calendar Management

What type of customer support is available from CCH iFirm?

The available support which CCH iFirm provides is:

Where is the headquarters/company of CCH iFirm located?

The headquarters/company of CCH iFirm is located at Gurgaon.

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CCH iFirm

What is CCH iFirm?

CCH iFirm Screenshots

Key Features of CCH iFirm

CCH iFirm Specifications

CCH iFirm Description

CCH iFirm Resources

CCH iFirm Videos

Overall CCH iFirm Reviews

CCH iFirm Pros and Cons

Alternatives of CCH iFirm

CCH iFirm FAQs

What are the top 5 features for CCH iFirm?

What type of customer support is available from CCH iFirm?

Where is the headquarters/company of CCH iFirm located?

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