CCH iFirm

Document Manager

Restore the simplicity of filing from the old days, by bringing all your hard and soft copy documents together into one single, easily accessible location on the cloud. The space and time you’ll save is just the beginning... the power of having access online to your entire document base is incredible.
Filing for today

Filing for today

One thing that was much easier in the days before laptops, emails, shared servers and the Internet, was filing. There were pieces of paper, and you put them in a drawer. Document Manager restores the simplicity of those long forgotten days of straight forward filing, pulling all the modern communications of today neatly together.

*Please note, an active subscription to Microsoft Office 365 is required.

Save space & time

Save space & time

The floor space you’ll save using Document Manager in your office is just the beginning. Every single soft and hard copy is stored in one single, electronic location, which is user friendly and easily accessible to even the most non-tech savvy of staff. And the super-quick, super-simple search function optimises your office efficiency.

Information is power

Information is power

With Document Manager underpinning your filing system, every piece of information, every set of data, every email conversation and every date is easily accessible with the touch of a button. So too are things like document templates and standard text, which promotes consistency and efficiency in your communications.

Template Manager

Template Manager

Traditionally, creating templates is difficult and time-consuming. With Template Manager, this is a thing of the past. Now you can increase productivity and produce documents in seconds with an easy-to-use template builder.

Mail Manager

Mail Manager

One of the most painful things is to record emails and attachments sent by a client. Mail Manager allows you to file emails against a client with a single click and more.

Scanned Document Manager

Scanned Document Manager

Reduce the cost of scanning and filing physical documents – simply save them to the cloud! The documents upload automatically in the background so you can keep on scanning, meaning a single staff member can file thousands of documents in a single work day.

Create, communicate, store and share files from one central location.
Save emails and attachments to client folders in your Document Center instantly.

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.

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  • "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
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  • "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
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  • "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.

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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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