First time users and junior staff alike will feel comfortably at home as they navigate Client Accounting. The layout is intuitive and designed with non-tech team members in mind. Streamlined, customised entry preferences using the “tab” and “enter” keys let you choose how to move around… so your fingers rarely leave the keyboard.
The days of having your hands tied by software compatibility are long gone. Getting all the information you need into Client Accounting couldn’t be more simple and smooth. Just select a .CSV source file and you can quickly bring in data from any number of sources. You can also bring your client data in from Xero and there are dedicated imports for BankLink and MYOB Business products… you (and your clients) will love it.
Client Accounting includes a comprehensive suite of master reports, designed and maintained on your behalf. You’ll enjoy professional and compliant reports with none of the time-consuming formatting hassles. Master reports can be tailored to include your logo, images, font preferences and much more…
When you use Client Accounting, you can stay happily in your long lasting love affair with Excel, thanks to a powerful interface which smoothly exports and re-uploads data between ledger and workpaper. The ease with which you can create and customise workpapers within Excel gives you phenomenal flexibility.
Managing fixed assets, including detailed reporting on depreciation, can be an incredibly time consuming task. So we’ve designed Client Accounting to remove the headache and do all the heavy lifting for you, managing fixed assets and reporting into your final accounts… you can even organise assets into groups and subgroups to drill down in detail.
Client Accounting gives you more power and flexibility. However long you’ve been using MYOB, however much data you have, our super-helpful conversion tool will have you up and running on Client Accounting in no time… more than 400 professionals just like you have made the jump.
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.
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 Manager, Contacts and eMarketing.
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.
