About CCH iFirm

CCH iFirm by Wolters Kluwer is an integrated cloud-native practice management ecosystem for accounting firms. It combines contact management, job tracking, invoicing, document management, client communications, and tax compliance into a single platform. The modular design lets firms select features they need, making it scalable for solo practitioners through mid-sized firms.

Pros & Cons

Pros

Fully integrated cloud-native suite
Modular design pay for what you use
Backed by Wolters Kluwer global security
Strong onboarding with training and live support
Secure client portal for document exchange

Cons

Key Features

Practice management

Contact and client management

Job and workflow tracking

Invoicing and billing

Document management

Client portal with secure exchange

Digital signatures

Tax preparation and compliance

Capacity planning

Time tracking

Financial reporting

Pricing

Custom

Contact sales

Modular pricing
Practice management
Client portal
Document management
Tax compliance tools

CCH iFirm