CCH iFirm - Help Centre

CCH iFirm set up

• Learn about CCH iFirm
• Log in as the admin user
• Use Multi-Factor Authentication
• Learn about License Management
• Learn about CCH iFirm users
• About the bilingual version of CCH iFirm
• Import contacts from another system

• About CCH iFirm Common API

Contacts

• Learn about Contacts
• Manually add contacts

Jobs & Billing

• Learn about Jobs & Billing
• Configuration
• QuickBooks online integration
• More useful links....

Documents

• Configuration and Use
• Documents add-in for Microsoft Outlook

• Documents add-in for Microsoft Word, Excel and PowerPoint

Portal

• Configuration
• Using Portal
• Digital signatures

Tax

• Quick Reference Guide
• Add a return
• Electronic Transmission
• Importing and Exporting Data
• Import and link corporations
• Filters
• Client Letter
• Web API

Intranet

• Learn about Intranet
• Configuring content
• Using Intranet