TrustRadius Insights
Users of CCH iFirm have relied on the software for the past two years to effectively manage their accounts payable and receivables. With …
Overview
What is CCH iFirm?
Wolters Kluwer's CCH iFirm is a practice management software ecosystem built around a centralized client database that helps accounting professionals serve their clients and manage their practice. CCH iFirm is cloud-based software that equips accounting practitioners with the tools they need…
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What is CCH iFirm?
Wolters Kluwer's CCH iFirm is a practice management software ecosystem built around a centralized client database that helps accounting professionals serve their clients and manage their practice. CCH iFirm is cloud-based software that equips accounting practitioners with the tools they need to…
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Product Details
- About
- Tech Details
What is CCH iFirm?
CCH iFirm Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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Users of CCH iFirm have relied on the software for the past two years to effectively manage their accounts payable and receivables. With the Account Payable summary feature, users have found it invaluable in keeping track of which clients owe money and which have already made payments. This has helped to streamline their financial management processes and ensure timely payments are received.
Another key use case for CCH iFirm is its ability to simplify time tracking and differentiate between client work and administrative tasks. Users appreciate how this feature makes it easier to accurately track the hours they have worked on billable client projects, ultimately improving efficiency and productivity. This is particularly beneficial for users who have billable hour minimum requirements to meet each month, as CCH iFirm provides a reliable means of capturing and organizing their work hours.
Furthermore, small-scale industries have found CCH iFirm to be a comprehensive solution that goes beyond a typical CRM. It offers income tax and job management services, making it an essential tool for businesses in these sectors. Users value the convenience of having all these functionalities within one software platform, saving them valuable time and effort that would otherwise be spent using multiple tools. Overall, CCH iFirm has proven to be an effective solution for various business problems related to financial management, time tracking, and industry-specific needs in small-scale industries.
Consolidation of features: Several users have found CCH iFirm to be helpful for consolidating their client database, secure data transfer, project management, AR/AP, and internal monitoring all in one program. This comprehensive approach allows users to streamline their workflow and eliminates the need for multiple software solutions.
High level of customization: Many reviewers have been impressed with the level of customization available in CCH iFirm. They state that it exceeds what they have seen in other comparable products. This flexibility allows users to tailor the software to meet their specific needs and preferences.
User-friendly interface: Users consistently praise CCH iFirm for its easy navigation and intuitive interface. The software's user-friendly design makes it simple to find contacts by name, track various data, build reports on a wide range of topics, and access summary information such as account transactions. This ease-of-use contributes to an efficient experience when managing client and employee information.
Lack of Personalized Support: Some users have expressed dissatisfaction with the lack of personalized support provided by CCH iFirm after the implementation phase. This has been seen as a drawback, especially considering that additional costs are involved.
Cumbersome Help Library: Reviewers have mentioned that while the help library provided by iFirm is comprehensive, it can be cumbersome to effectively use. Users have found it challenging to navigate and locate specific information quickly.
Limitations in Workflow Management: Several users have reported limitations in the workflow management feature of CCH iFirm. These limitations include restricted job status descriptions and the inability to delete or make job types inactive. Such restrictions can hinder efficient job tracking and organization within the software.