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Welcome to a Simplified Office

Getting Started with CCH iFirm

To maximize the value of CCH iFirm, here are three resources for getting started.

Setup Your Site

Follow these steps in order to get your CCH iFirm site up and running as quickly as possible.

Import Contacts

Import contact data automatically from a .csv file into CCH iFirm.

Register for Training

Register to attend an upcoming training session by selecting your current tax product below. If your tax product is not listed, click here to register.

Help Center & Support

If you would like additional assistance, visit the help center where you can search content to aid you in making the most of CCH iFirm. You can also reach out to our support team at 877-326-2274 or ifirm.support@cchifirm.us.

Jobs: Never Miss A Deadline

The Jobs feature of CCH iFirm provides you with the tools you need to keep track of all the various jobs in your office. In this video, you'll learn about prioritizing jobs, tracking the status and ensuring you never miss a deadline.

jobs video

Contacts: The Ultimate Client List

The Contacts feature of CCH iFirm centralizes your client data and helps you manage your communication efforts. Discover what information can be stored for each client as well as the status of open jobs and client insights.

client video

Dashboard: Your Business Overview

The Dashboard feature of CCH iFirm provides all the key information about your business in a single, customized view. Watch how you can set up the layout so that it is most convenient for you.

dashboard video