Navigating CCH iFirm Engagement

The Engagement List page is your home page in CCH iFirm Engagement. It opens by default when you log in to the application. From here, you can create new engagements or open existing engagements. To return to this page at any time, click Engagement in the left pane of CCH iFirm or click Engagement in the breadcrumb trail at the top of any page in CCH iFirm Engagement.

Clicking an engagement name on the Engagement List page opens that engagement. More information about using the Engagement List page is in the topic Using the Engagement List Page.

When an engagement is open, the client name and engagement name display in the navigation bar. You can move through the different areas of the engagement by clicking the menu icon in the navigation bar and selecting the area of the engagement that you want to view.

If you are working in a consolidated engagement, you can also navigate between a consolidated view and subsidiary views on the Trial Balance, Financial Statements, and Leadsheets pages.

ClosedTell me about the areas that are accessible from the menu.

Viewing Multiple Engagement Pages at One Time

If you need to reference multiple pages in CCH iFirm Engagement at one time, you can open the pages in separate browser tabs or windows. You can then move between tabs as needed or place them side-by-side in separate browser windows so you can compare them. Since you are already logged in to the application, you do not need to log in again to access the additional tabs or windows.

  • To open another page in the same engagement, click the menu icon in the navigation bar, and then right-click the page you want to view and select either Open link in new tab or Open link in new window. You can also right-click the report links on the Engagement View page to open items in a new tab or new window.
  • To open another engagement, open a new browser tab or window, and then enter the CCH iFirm Engagement URL to display the Engagement List page. Then, click the engagement name to open it.
Note: Logging out of one browser tab or window will log you out of all open tabs or windows.

Toolbars

A toolbar displays on the right side of most pages in an engagement. The tools that are visible to you depend on which page you are working on. See the topics linked below for information about the tools available on each page.

Links Available at the Top of Every Page

The following link displays at the top of every page in the application:

Click to display the Engagement List page. You can create a new engagement or open an existing engagement from here.

Note: You can only view engagements for clients you have been given permission to access. Client access is managed in the CCH iFirm Contacts menu.

Feedback

Click to submit ideas for future releases of CCH iFirm Engagement.

Help

Click to view detailed instructions for using CCH iFirm Engagement.

Log Out

Click to end your CCH iFirm Engagement session and close the application

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