CCH iFirm

3.9 (8)
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Integrated cloud-based software for accounting firms

About CCH iFirm

CCH iFirm is a cloud-native suite of integrated software to help run an efficient and profitable accounting practice.

With integrated tools for better practice management, compliance and client collaboration, our software is used by accounting firms across Canada, United Kingdom, India, Australia, New Zealand and South-east Asia.

CCH iFirm enables a more streamlined workflow, through its collection of award-winning apps.

Talk to your local Solutions Manager to learn more about the CCH iFirm products available in your region.


Key benefits of CCH iFirm

Secure, full cloud solution for anytime, anywhere access.
Streamlined workflow through integrated apps to manage jobs, capacity planning, billing, compliance, documents and e-signing.
Support you can count on from a local customer support team.
Backed by the tax and accounting expertise of Wolters Kluwer and integrated research solutions.


Images

CCH iFirm Software - CCH iFirm track email
CCH iFirm Software - CCH iFirm document management
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Not sure about CCH iFirm? Compare with a popular alternative

CCH iFirm

3.9 (8)
VS.
Most reviewed

Starting Price

USD 1.00
$3.50
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

50
173

Integrations

2
144

Ease of Use

3.9 (8)
4.3 (3,097)

Value for Money

3.4 (8)
4.2 (3,097)

Customer Service

3.6 (8)
4.0 (3,097)
Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

3.9 /5
(8)
Value for Money
3.4/5
Features
3.8/5
Ease of Use
3.9/5
Customer Support
3.6/5

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Showing 5 reviews of 8
Kelly
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CCH Review

Reviewed on 13/08/2024

Really happy with CCH overall and saves me countless hours when preparing my clients work.

Really happy with CCH overall and saves me countless hours when preparing my clients work.

Pros

The streamline workflow within the tax module is fantastic, from one screen you are able to download and input the pre-fill report from the ATO, complete the return and lodge or mark for signing.

Cons

a little disjointed in the 'Jobs' listings to monitor workflow of every job in or for billing.

Alternatives Considered

HandiSoft

Reasons for Choosing CCH iFirm

The pricing of the MYOB suit was really expensive and could not offer full cloud based solution.

Switched From

MYOB Business

Reasons for Switching to CCH iFirm

Could not offer full cloud based solution.
Peter
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

One Year After Implementation

Reviewed on 19/01/2024

Friendly personal service. Software could still do with some simple tweaks to improve functionality.

Friendly personal service. Software could still do with some simple tweaks to improve functionality.

Pros

Access to support was so much better than what was being experienced at Access.

Cons

Absence of expected functionalities - EG: linking accounting package to tax return

Alternatives Considered

Xero

Reasons for Choosing CCH iFirm

Poor customer service. Declining personal service and excessive cost.

Switched From

HandiSoft

Reasons for Switching to CCH iFirm

The people I dealt with were friendly helpful and patient.
Colin
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Worst business decision I have made in 10 years!

Reviewed on 22/06/2023

Terrible customer service just always told us they had never heard of any problems with the...

Terrible customer service just always told us they had never heard of any problems with the software and we should pay them thousands of dollars for more training on the software even though they couldn't explain how training would help with the software pausing every time we switched schedules, Review tab did not pull through parts of schedules and was thus useless and the tax software did not integrate flawlessly with the practice management as promised but instead frequently required back-and-forth.

Pros

The ability to log on from anywhere and have my scheduling, billing and tax preparation integrated.

Cons

We have had nothing but issues with this software since we began using it in October 2022. Not only is the software slow but it is also full of issues such as schedules and parts of schedules not pulling through to review tabs making them useless. I am a tech savvy, 36 year old with with experience on various tax software suites and have never had such a negative experience trying to switch over to new software. We had to abandon the software before tax season as everyone was worried it would significantly increase our time on every file.Overall the software feels half-baked and yet when I pointed out many of these issues I was told that IFirm is perfect and no one has ever had an issue and there is absolutely no way that they will refund or cancel the subscription early even though my firm was 1 month into our subscription.The system is very slow and I would lose 1.5 seconds every time I switched to a new schedule despite having 1 gigabit internet and no one else from my office on the software during November. This along with other issues meant that it doubled the time spent on preparing T1's and T2's vs our previous software. Even after preparing dozens of T2's in the software we still found it to be slow, cumbersome and unreliable.I believe the refusal to issue refunds is because there are so many other firms wanting a refund that they cannot afford to refund money and hope the client comes back once the software is improved (if ever). Do not make the same mistake!

Janet
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Good ty

Reviewed on 20/09/2024

Wonderful , btw consultant [sensitive content hidden] is best, thank you.

Wonderful , btw consultant [sensitive content hidden] is best, thank you.

Pros

Professional and patient and knowledgeable

Cons

Can not send email directly from cch, after completing out for sign

AdaM
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

AH - Review

Reviewed on 19/01/2024

Pros

Ease of use and interface + the job management for our practice.

Cons

There isn't anything to dislike, it potentially could be re-vamped with a more new look setup but that is being very picky!

Showing 5 reviews of 8 Read all reviews

CCH iFirm FAQs

Below are some frequently asked questions for CCH iFirm.

CCH iFirm offers the following pricing plans:

  • Starting from: USD 1.00
  • Free Trial: Available

Please contact Wolters Kluwer for pricing details.

CCH iFirm has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

CCH iFirm supports the following languages:

English

CCH iFirm supports the following devices:

CCH iFirm integrates with the following applications:

FeeSynergy, Xero

CCH iFirm offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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