CCH iFirm

CCH iFirm Web Manager FAQ's

CCH iFirm Web Manager FAQ’s


What are the benefits of moving to the new product?

  • Tight integration with the CCH iFirm suite, in particular Contacts and the Client Portal.
  • A single online platform for managing your accounting practice, when used with CCH iFirm.
  • An exciting development roadmap, including Digital Signatures inside Client Portal and improved e-marketing.
  • Improved user-friendliness and functionality.
  • Additional functionality:
    • Ability to define which of your website layouts (templates) any page uses from the page settings.
    • Client Portal integration with the CCH iFirm Contacts module.
    • Improved tools for creating and managing website menus.
    • Styling tools have been consolidated to improve user experience.
    • Custom URL’s for Thank You Pages – you can now set a custom URL for your thank you pages, improving tracking of your landing pages and promotions.
  • Planned feature releases
    • Client Portal Digital Signatures.
    • Captcha for forms.
    • eMarketing integration with MailChimp.
    • Improved feeding of content to Social Media platforms (OG Tags).

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How much will it cost?

Nothing! We will convert your website to the equivalent licence level in the new CCH iFirm Web Manager product free of charge and your monthly fee will stay the same.

If you would like to upgrade your licence level to include more of the software features available within the new CCH iFirm Web Manager product or add in other CCH iFirm modules there may be an increase in your ongoing monthly fee and/or upfront cost to make the change. Please contact us to discuss the available features and how your firm can benefit from them.

We will provide guidance and information to make each step of converting to the new software as simple as possible and take care of the majority of the steps involved. However, some firms may want or need extra assistance with moving their contacts or setting up Client Portal. Therefore consultation services are available for firms who require it for $250+gst per hour.

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When can I have it?

We will start converting client’s sites as soon as possible based on suitability of features and licence levels on a site by site basis. When it is suitable to convert your site we will contact you to discuss the process and steps needed for a smooth transition. Please email our web team to discuss any questions.

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How much work is involved for me? / What will I need to do?

If you currently have a Lite or Standard licence (but are not using the eMarketing module) we will convert your site design, content and structure without you needing to do anything. We may require you to make a small change with your domain host to let them know of your change to CCH iFirm Web Manager.

eMarketing – If you have a Web Manager Standard or Professional licence and are using the eMarketing module to send out newsletters through Web Manager currently, we will be integrating MailChimp with CCH iFirm Web Manager in the near future. However, this functionality is not available immediately.

Secure Client Manager / Client Portal – For any clients you currently have using a Secure Area in the Secure Client Manager desktop product, you will need to ensure they are set up as a contact in CCH iFirm and use the ‘Invite to Portal’ tool to provide them with a Client Portal area.

The conversion from Secure Client Areas to Client Portal does not copy sensitive client documents. You will need to move any documents from Secure Client Areas you want over to Client Portal.

We will offer training to assist you in learning how to manage your website and Client Portal in CCH iFirm.

Domain change – The domain change is fairly straight forward, we will provide you with options and suggestions on how to arrange the domain change. If you know how to make changes to your domain directly we can provide you with instructions on what needs to be changed. Or we will assist you where possible in identifying who/where to request the domain changes and provide appropriate wording to action the change for you.

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I currently have Secure Client Manager, what do I need to do to move to the new Client Portal product?

For any clients you currently have using a Secure Area in the Secure Client Manager desktop product, you will need to ensure they are set up as a contact in CCH iFirm and use the ‘Invite to Portal’ tool to provide them with a Client Portal area.

The conversion from Secure Client Areas to Client Portal does not copy sensitive client documents. You will need to move any documents from Secure Client Areas you want over to Client Portal.

We will offer training to assist you in learning how to manage your website and Client Portal in CCH iFirm.

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Can I keep my current design?

Yes, for the majority of our clients we will convert your site design, content and structure so that from the front end everything looks and works the same. As a part of the conversion process we will review each site that is converted and may suggest some changes to enhance the performance of your website after conversion.

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Can I update my current design now?

Yes, we have special cost effective options available for existing clients to update to a predefined template or customised design using Responsive design technology and modern standards. If you’re interested in a redesign and/or updating your website to Responsive Design please email our web team to discuss the options available.

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Do I have to move to the new product?

Yes. All CCH Web Manager client’s will need to shift off the existing system. However, there is not yet a fixed date for when the existing system will be turned off. We will ensure regular communication with our clients to make you aware of our plans. We would strongly recommend you opt in to move now to start benefiting from the newly enhanced features and functionality as soon as possible.

We will offer training to assist you in learning how to manage your website in CCH iFirm.

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I already have CCH iFirm, what are the implications of converting my Web Manager website into the CCH iFirm suite?

By converting your website into your CCH iFirm suite you will benefit from an improved overall experience as the integration between CCH iFirm Contacts and the new CCH iFirm Web Manager software is a great timesaver. Inviting a client to CCH iFirm Client Portal* is as simple as clicking a button.

As part of CCH iFirm, the Web Manager software will be updated as regularly as the rest of the CCH iFirm suite. You can expect an exciting development roadmap, including Digital Signatures inside Client Portal and improved e-marketing.

We will offer training to assist you in learning how to manage your website in CCH iFirm.

*For those who have converted from Secure Client Manager or have purchased CCH iFirm Client Portal.

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I don’t already have CCH iFirm, what are the implications of converting my Web Manager website into the CCH iFirm suite?

By converting your website into CCH iFirm you will benefit from an improved overall experience. Inviting a client to CCH iFirm Client Portal* is as simple as clicking a button.

As part of CCH iFirm, the Web Manager software will be updated as regularly as the rest of the iFirm suite of modules. And you can expect an exciting development roadmap, including Digital Signatures inside Client Portal and improved e-marketing.

We will offer training to assist you in learning how to manage your website in CCH iFirm.

*For those who have converted from Secure Client Manager or have purchased CCH iFirm Client Portal.

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What features/functionality will be different?

  • Client Portal replaces Secure Client Manager.
  • If you have a Web Manager Standard or Professional licence and are using the eMarketing module to send out newsletters through Web Manager currently, we will be integrating MailChimp with CCH iFirm Web Manager in the near future. However, this functionality is not available immediately. Please contact us to discuss this in more detail.
  • Improved tools for creating and managing website menus.
  • Ability to define which of your website layouts (templates) a page uses from the page settings.
  • Styling tools have been consolidated to improve user experience.
  • Custom URL’s for Thank You Pages – you can now set a custom URL for your thank you pages for form submissions.
  • Updated URL format for new pages – CCH iFirm Web Manager will now use dashes (-) in place of underscores (_) as default spacing in page urls, existing urls will be converted in their current format but can be easily updated in the new system. CCH iFirm Web Manager allows for custom urls, so underscores and other url formats can still be used.

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What features/functionality may not be available when my site is first converted?

  • At this stage Surveys will not be moved into the CCH iFirm Web Manager platform. We are evaluating options for the future.
  • If you have a Web Manager Standard or Professional licence and are using the eMarketing module to send out newsletters through Web Manager, we will be integrating MailChimp with CCH iFirm Web Manager in the near future. However, this functionality is not available immediately.
  • Flo2Cash and Paymate payment gateway facilities are not currently integrated with CCH iFirm Web Manager. Currently Payment Express / DPS payment gateways are integrated and can be converted*. Other externally hosted payment pages which use a hyperlink from your website to the external payment facility will be uneffected.

*Some exceptions may apply where the gateway is associated with complex forms, please contact us to discuss.

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What can I expect from CCH iFirm Web Manager going forward?

As part of the CCH iFirm suite, CCH iFirm Web Manager will be updated as regularly as the rest of the CCH iFirm suite of modules.

  • Planned feature releases:
    • Client Portal Digital Signatures.
    • Captcha for forms.
    • Integration with MailChimp.
    • Improved feeding of content to Social Media platforms (OG Tags).

We will also continue to identify and develop integration between CCH iFirm Web Manager and other CCH iFirm modules.

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Can I use any browser with CCH iFirm Web Manager?

CCH iFirm Web Manager is designed to work with both Windows and Mac computers running the latest version (or the previous version) of the following web browsers: Internet Explorer, Mozilla Firefox, Google Chrome and Safari.

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I’m having a redesign currently, what does this mean for me?

Once your redesign site is live in the current Web Manager platform we will talk to you about converting to the new platform. Your design and content will be converted so that the front end of your website looks the same in the new platform.

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My new site is being built in CCH Web Manager now, what does this mean for me?

Once your new website is live in the current Web Manager platform we will talk to you about converting to the new platform. Your design and content will be converted so that the front end of your website looks the same in the new platform.

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What is the difference between ‘Secure Client Manager’ and ‘CCH iFirm Client Portal’?

Secure Client Manager is desktop software which allows you to create and manage ‘Secure Area’ folders which you can upload files to and provide access to these areas for your clients via your website through the integration with Web Manager. You need the desktop software installed to manage and create areas and provide clients with access.

Client Portal is a cloud product which is part of the CCH iFirm suite and integrates with the CCH iFirm Contacts module meaning giving a client access is as simple as clicking ‘Invite to Portal’ from their contact page. As a cloud product, you can access this from any computer with an internet connection, you can invite clients/contact with the click of a button. When run with CCH iFirm Web Manager your clients view will be branded to match your website.

Client Portal does not support ‘Acclipse CodeIT’ for coding transactions in BankLink.

Read more about Client Portal here

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CONTACT

Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.

Call us toll free on: 0800 94 65 35

or click here to send us an enquiry.

 

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