Learn about CCH iFirm

CCH iFirm is a class-leading, integrated suite that has all the essential tools you need to run your accounting practice. CCH iFirm is the platform that all our products run on. Since you may be running one or more of these products soon, you first need to read the getting started with CCH iFirm pages (see below) to understand the key features of CCH iFirm. It is also worth reading the overview of the different CCH iFirm modules.

Getting started with CCH iFirm

• Log in to and out of CCH iFirm.
• Become familiar with the common features in CCH iFirm - learn how to find your way around your CCH iFirm site.
• Customize the dashboard so that it provides you with the information that is most relevant to you.
• Set up your CCH iFirm user accounts.
• Become familiar with the Contacts module - the core contacts database used by every CCH iFirm module.

Overview of the CCH iFirm modules

Contacts

Enter your contact details once, and all of your CCH iFirm modules can use them.

Jobs & Billing

Gain sharp and efficient practice management that is designed around jobs, workflow and resourcing.

Intranet

Set up easy access to your policies, procedures and workpapers, and manage the integration of your content with your firm's workflow.

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