CCH iFirm

Contacts

With your entire contact base at your fingertips in one central location, you gain complete visibility across all WIP, history and communication details. Saying the right thing, to the right people, at the right time has never been easier.
Contacts at a touch

Contacts at a touch

Our Contacts application populates all CCH software modules across your company, with just one single entry. All modules update in real time as soon as the entry is made, so every single staff member has instant access to the most current contact information. Convenience, efficiency and accuracy are just one click away.

Smart profile customisation

Smart profile customisation

With CCH iFirm’s Contacts software you can assign different categories to clients, prospects, suppliers or anyone else in your database. By using these categories as “flags” to trigger certain actions, you can fine tune your communications strategy with promotional content and marketing mechanisms which are tailored to suit each group.

Any device, anywhere

Any device, anywhere

Access in Contacts is stylishly responsive across all smart phones, tablets and screens of all sizes. So wherever you or your staff may find yourselves, whatever devices and connectivity you have to hand, you’ll always be able to access the entire contact database… in a fast, reliable, user-friendly fashion.

Get contact details at a glance
Stay up-to-date with client work

TO RUN MY PRACTICE

Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.

You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.

Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.

Learn more about Practice Manager, Intranet, iFirm Documents, Document ManagerContacts and eMarketing.

REQUEST FREE DEMO

  • "CCH iFirm has improved the accounting services we offer to our clients, and has positively impacted on the operation of our own practice."
    Craig McCoy, Smith McCoy Alford
    View Case Study

  • "CCH iFirm Practice Manager is designed for accountants – it’s their tool. We have implemented it with one thing in mind – creating better business outcomes."
    Mike Lay, Lay Associates
    View Case Study

  • "Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes."
    Craig Weston, Inspired Accountants
    View Case Study

  • "We now have the capacity to integrate the details of the job with the time and cost, and then link to the invoicing process. This has had a positive outcome on our bottom line."
    Sue McPherson, ilumin
    View Case Study

  • "The key to any practice management platform decision was going to be the Tax module. And we were looking for a one stop shop package - one that would streamline our workflows, debtors, invoicing and client content."
    David Harrop, Capper Macdonald & King
    View Case Study

TO SUPPORT MY CLIENTS

Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.

From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.

Learn more about Tax, Client Accounting, Web Manager and Client Portal.

REQUEST FREE DEMO

 

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.

 

Questions?

Request a demo

Send an enquiry