It's simple – CCH iFirm Practice Manager is an online software that helps you manage jobs, billing and staff for your small tax and accounting business.
CCH iFirm Practice Manager allows you to monitor and streamline every aspect of your tax and accounting business. Below are some of the most-loved features:
By consolidating business information and tools into one centralized, secure location, CCH iFirm Practice Manager simplifies your tax and accounting business in tax season and beyond.
Business Background: 6 Staff Members, 2 Offices
Relying on generic business solutions to manage a tax and accounting office can be time-consuming. Read how Wilklow & Associates changed their processes and revealed the numbers behind their work.
Business Background: 18+ Staff Members, 1 Office
Knowing the data behind a tax and accounting business should be simple but Garza & Morales soon discovered they were missing out on billings and incorrectly allocating time. Read what they did to improve their business.
Managing a tax and accounting office has gotten more sophisticated due to significant changes in recent years, thanks to advancements in technology, tax code changes, increasing customer demand and so much more. Does your accounting practice have what it takes to stay ahead of the curve, especially in the height of tax season?
Our guide on The 4 A's of Professional Accounting Practice Management takes you through everything you need to know as you begin looking for solutions and options to help you manage your business successfully.
It's important to know what improvements you can expect from CCH iFirm. Watch these videos for a quick overview of features that are popular among our customers.
The invoicing feature of CCH iFirm provides you with the tools you need to alert clients of invoices due, track overdue payments and process in bulk. Improve your profitability and save administrative time.
The Dashboard feature of CCH iFirm provides all the key information about your business in a single, customized view. Set up the layout that it is most convenient for you.
The Contact Database feature of CCH iFirm centralizes your client database so you can keep up with basic client data as well as demographics and notes. You no longer have to struggle to find what you're looking for.