CCH iFirm

Client Accounting

The incredible convenience of master report templates, the massive time saved on fixed assets and depreciation, the user-friendly functionality and the ultimate compatibility with SME accounting packages... it’s easy to see why so many accountants love Client Accounting.
Intuitive, intelligent navigation

Intuitive, intelligent navigation

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.

Compatible across all platforms

Compatible across all platforms

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.

Masterful reporting

Masterful reporting

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…

Works wonders with Excel

Works wonders with Excel

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.

Fine-tune assets & depreciation

Fine-tune assets & depreciation

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.

Super-quick MYOB conversion

Super-quick MYOB conversion

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.

Import data from a range of packages
Create Financial Reports with the click of a button

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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  • "We found the switch from MYOB to CCH iFirm really simple. They have great systems for the conversion and set-up processes which eliminated any difficulties we were expecting in implementing new software. Their training was very helpful and covered the essentials to get us up and running promptly."
    Joanna Ewenson, My Accountants Ltd

  • "Very good. Have fallen in love with CCH iFirm. Makes my life easier."
    Elena Underwood, All Accounted For

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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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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