CCH iFirm

Product Roadmap Update Q1 2020

We are excited to bring you the first CCH iFirm roadmap presentation for 2020. This presentation will provide an overview of features we have recently released, our current development plan and the future direction for CCH iFirm.

The following information is being shared in order to outline some of our current product plans and shed light on our upcoming enhancements to CCH iFirm products.

To know what to expect in 2020, watch our roadmap video below.

For specific information on CCH iFirm products, watch one of our snapshot videos below:

Practice Management

Practice Management

To help you better analyse your practice’s data, we are working on our integration with
Microsoft Power BI.

This integration will enable you to produce dashboards and a rich range of visualisations to monitor your practice’s performance.

Our Microsoft Power BI data service is planned for general release later in 2020.

Document Vault

Document Vault

We are excited to introduce this document management solution which has features that improve management and control over the documents collected, used and managed by your practice. CCH iFirm Document Vault provides you with integrated document management capabilities built into the fabric of CCH iFirm, creating a seamless experience that promotes collaboration both within the practice and externally with your clients.

Watch video

Client Portal

Client Portal

Documents sent for digital signing now have improved reminder and expiration features. Reminders to be sent and document expiration can now be customised.

As part of our upcoming development plans, we will be working on an enhancement that allows customers to access their invoices via the Client Portal.

Tax

Tax

We have been working on enhancements that save you time by reducing the data entry required to prepare a tax return. We have released enhancements to our ATO pre-fill functionality, with extended trust distribution fields and introduced PAYG Instalment fields. We have also introduced the ability to select different tax rates for dividend income.

Client Accounting

Client Accounting

Our priority is the completion of the Client Accounting rebuild project. We will be progressively releasing the updated version of Client Accounting so that you can work in the browser of your choice.

Once completed, we will focus on the role of Client Accounting within a tightly integrated CCH iFirm product suite.

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