Name: CCH iFirm
Author: Wolters Kluwer

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Vertex

Vertex Inc.

Intuit TurboTax

Intuit

TaxAct Business

TaxAct

QuickBooks Solopreneur

CCH Axcess

Wolters Kluwer

Wolters Kluwer CCH ProSystem fx

Microsoft Dynamics GP

Microsoft

Microsoft Dynamics 365 Business Central

Zoho Books

Zoho

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.

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 integrate, monitor and streamline all the key facets of their business. It is a collection of online applications that combine the power of integration, automation and collaboration to create new opportunities for streamlined workflow (including tax compliance workflow), as well as for the implementation of invoicing programs and capacity planning.

Intuit now offers and supports TurboTax, a tax preparation and filing service for individuals and small businesses available online, or installed via CD and download (Windows, Mac).

Home & Business

Self-Employed

Patriot Software headquartered in Canton, Ohio offers Patriot PAY, their benefits administration and payroll software.

Basic Payroll

Full Service  Payroll

Accounting Basic

Accounting Premium

Patriot Payroll

CCH iFirm

Accounting and Tax Services

Wolters Kluwer is a global leader in professional information, software solutions, and services for tax and accounting, financial and corporate compliance, corporate performance and ESG, healthcare, and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  For more information, visit <a href="http://www.wolterskluwer.com/" rel="">www.wolterskluwer.com</a>.<br><br>CCH Tagetik is part of Wolters Kluwer's ecosystem serving the Office of Finance. We provide an integrated approach to information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts for customers to navigate complex challenges that face the Office of the CFO today. With over 185 years of experience in the markets we serve, Wolters Kluwer has become a trusted expert in tax and accounting, corporate performance management, supply chain planning, and ESG compliance. Visit <a href="https://www.wolterskluwer.com/en/solutions/cch-tagetik" target="_blank" rel="nofollownoopener">CCH Tagetik Website</a> for more information.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Accounting and Tax Services Providers

CCH iFirm

Overview

What is CCH iFirm?