2017 |
What’s coming in 2017 |
Wolters Kluwer Community for CCH iFirm The Wolters Kluwer Community will make it easier than even before for you to find the CCH iFirm answers you need and to connect with our Support team. CCH iFirm Integration Partners program We’re excited to officially launch the CCH iFirm Integration Partners program in 2017 to grow our network of API integration. CCH iFirm Tax
CCH iFirm Practice Manager
CCH iFirm Client Portal
CCH iFirm Intranet
CCH iFirm Documents
CCH iFirm Client Accounting
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Day 2 & 1! |
Running your practice with CCH iFirm Practice Manager just got easier |
We’re continuing to make running your practice even easier with the following new Practice Manager features:
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Day 3 & 4 |
CCH iFirm Tax |
Within CCH iFirm Tax you can now send a reminder email to your clients about IRD tax payments that are due. A specific email template has been developed for this, however the template can be customised to meet your firm’s needs. What else is new in CCH iFirm Tax? |
Day 5 |
Additional data export options for Practice Manager |
There are now additional reporting options within Practice Manager that allow you to export data and then manipulate as you need in Microsoft Excel. These export options include:
“The new data export options has made the reporting responsibilities for our internal finance office so much simpler! It has allowed for faster and more customised reporting. We have found this to be a very positive enhancement and made using CCH iFirm even better.” Louise Harris, HR & Operations Manager, countplus one ![]() What else is new for Practice Manager?
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Day 6 |
New CCH iFirm Documents features |
CCH iFirm Documents has just gotten even better with these new features:
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Day 7 |
Running your practice with CCH iFirm Practice Manager just got easier |
We’ve released new Practice Manager features to make the running of your practice even easier with increased functionality for job flow visibility, workflow visibility and capacity planning. Key features include:
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Day 8 |
Managing your Client Portal emails just got easier |
If you are uploading multiple documents, you can now send these documents in a single email to your clients instead of having to send individual emails for each document. This new feature allows you to further streamline and consolidate your client communications. “Consolidating multiple documents into one email has also greatly improved the process. The ability to check if a client has opened portal documents also allows us to follow up with the client where necessary” Philip Keir CA Director, Whitehill Keir What else is new in Client Portal?
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Day 9 |
New ‘sign here’ tags in Client Portal documents |
When clients sign documents in Client Portal, you have the ability to tag multiple sections of the document where their signature, initials or date stamp are required. The tags also take them to the specific locations for signing. This new feature makes signing documents in Client Portal more efficient and improves the user experience for your clients. “We have been using the new portal functionality for the last month and believe these new features make a significant improvement to the client experience. Using the Tags to sign documents allows clients to quickly find the correct place to sign and review.” Philip Keir CA Director, Whitehill Keir What else is new in Client Portal?
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Day 10 |
The power of client match with CCH iQ (Australia) |
CCH iQ is the predictive intelligence tool that combines CCH iFirm software and CCH iKnow content to drive actionable outcomes by leveraging your client data. There are already multiple CCH iQ events within the CCH iFirm platform for you to start using as business development opportunities and to engage with your clients. View the CCH iQ Sydney launch roadshow recording below to find out more: Departmental accounting now available in Client Accounting (New Zealand)CCH iFirm’s Client Accounting module now allows you to produce financial reports which show various segments such as departments, divisions, branches or cost centres. Key features include the ability to:
Check out the training video What else is new?You now have the option to round financial reports to the nearest cents in Client Accounting. |
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.