CCH iFirm
wolterskluwer.com
Spec sheet
- What it does
- CCH iFirm is a cloud-based practice-management software ecosystem built around a centralized client database for accounting professionals.Read 30 Sep 2026 · wolterskluwer.com
- Integrations
- The U.S. Practice Manager package integrates with ATX and TaxWise, while Client Portal fully integrates with any ATX package.Read 30 Sep 2026 · wolterskluwer.com
- Security
- Client Portal states that it uses first-class encryption so shared material is protected from interception or viewing by others.Read 30 Sep 2026 · wolterskluwer.com
- Support
- The India product page says Wolters Kluwer provides implementation and support, regular training and hand-holding sessions.Read 30 Sep 2026 · wolterskluwer.com
- Headquarters
- Alphen aan den Rijn, NetherlandsRead 28 Sep 2026 · wolterskluwer.com
- Founded
- 1836Read 28 Sep 2026 · wolterskluwer.com
- APIs
- CCH iFirm APIs support automation of contacts, users and security functions and data transfer between systems.Read 30 Sep 2026 · wolterskluwer.com
- Billing automation
- The jobs and invoice modules integrate so invoices can be generated when jobs are completed.Read 30 Sep 2026 · wolterskluwer.com
- Capacity planning
- CCH iFirm capacity planning helps firms identify required staff resources for each month and remove capacity bottlenecks.Read 30 Sep 2026 · wolterskluwer.com
- Client portal
- Client Portal lets firms securely share documents, data and reports, and lets clients upload documents.Read 30 Sep 2026 · wolterskluwer.com
- Cloud operations
- The product brochure states that CCH iFirm is automatically updated through managed online updates as new features become available.Read 30 Sep 2026 · assets.contenthub.wolterskluwer.com
- Market presence
- Wolters Kluwer says CCH iFirm is trusted by more than 400 CA firms in India and South Asia.Read 30 Sep 2026 · wolterskluwer.com
- Security controls
- The product brochure describes data encryption, regular backups and authentication protocols as part of CCH iFirm cloud security.Read 30 Sep 2026 · assets.contenthub.wolterskluwer.com
- Target users
- The product is designed for tax and accounting practices, including CA firms.Read 30 Sep 2026 · wolterskluwer.com
- Workflow management
- Practice Manager tracks workflows and job status, centralizes client data, and records time spent on jobs.Read 30 Sep 2026 · wolterskluwer.com
Plans and prices
Client Portal $730 a year Includes 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment Read 30 Sep 2026 · wolterskluwer.com
Practice Manager $820 a year Includes 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment Read 30 Sep 2026 · wolterskluwer.com
CCH iFirm Suite $1,295 a year Includes Client Portal and Practice Manager · 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment Read 30 Sep 2026 · wolterskluwer.com
Where Specifiction places it
- External Audit Software#13 of 297.5
- Accounting Practice Management Software#15 of 297.7
