Welcome to a new trial balance experience. Whether you're working with just period-ending balances or detailed client transactions, CCH iFirm Trial Balance makes it easy to import or input your data, make corrections and adjustments, and quickly produce your desired result: whether that be professional financial statements or an accurate income tax return.

This powerful financial tool is built on top of a robust contact database, providing you more than just a trial balance program: track customer interactions, create custom client data fields to better manage how you service your clients, set reminders for you or your staff to follow up with client, or just leave internal notes for your firm to be mindful of. All in a system that is available to you anywhere you want to use it.