CCH iFirm is a cloud-based practice management suite that helps accounting firms manage clients, jobs, workflow, documents, billing, and firm operations. It is positioned as a connected firm management system for smaller and mid-sized practices.
– Client and contact management tools help firms centralize relationship data and service activity
– Job, workflow, document, and billing capabilities support recurring accounting and tax work from intake through completion
– Dashboards and reporting help firm leaders monitor work progress, team activity, and operational performance
– Fits accounting firms that need an integrated cloud practice management system for clients, workflow, documents, and billing.
