Access CCH iFirm from your mobile phone or tablet

CCH iFirm has created a mobile interface to work with your smartphone (iPhone or Android), iPad, or Android tablet. This enables you to easily access your contacts from your phone or tablet wherever you are.

Access from a mobile phone

You can make calls and look up client addresses locations on a map while you are on the go. You can add a shortcut to CCH iFirm on your home screen. This process varies for Android phone and iPhone users.

Add CCH iFirm to Android home screen

  1. Open a browser on your phone.
  2. Enter the link to your CCH iFirm site in the URL field.
  3. Tap the Bookmarks icon (star), located at the bottom of your screen, then tap the + icon .
  4. Enter the bookmark title that you want to have displayed if the default title does not suit you, then tap Save .

Add CCH iFirm to iPhone home screen

  1. Open a browser on your phone.
  2. Enter the link to your CCH iFirm site in the URL field.
  3. Tap the New bookmark icon (square with an up arrow) located at the bottom of your screen and enter the bookmark title that you want to have displayed if the default title does not suit you..
  4. Tap Save.

Access from a tablet

To give you more viewing room, when you access CCH iFirm on your tablet, the side panels are not available. Simply touch the Menu button to access the following areas of CCH iFirm:

  • Dashboard
  • Contacts
  • Jobs & Billing
  • Reports
  • Settings