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

  • Use Go To navigation for fast access to any item within the Tax Return
  • Access multiple Business Worksheets
  • Share Rental Property information across Tax Returns
  • See PAYG worksheet distribution to other items

CCH iFirm Practice Manager

  • Proportional Write Off functionality – Write off time to all employees that worked on a job based on the amount of time they spent on a job
  • Use Timesheet Timers to help complete timesheets
  • See dynamic fields for Job Users
  • See an Invoiced WIP Breakdown report

CCH iFirm Client Portal

  • Define the page a user lands on when logging into Portal
  • Allow users to invite other to Client Portal using global site settings
  • Define the page a user lands on when logging into Portal
  • Send reminder emails to clients for documents to be signed
  • Receive a single email when a client upload multiple documents to the Portal
  • Send documents directly to Client Portal from the Dashboard widget or job screen

CCH iFirm Intranet

  • Customise your Intranet Home Page
  • Edit and delete tags Page
  • Allow documents to be secured to specific users
  • Allow users to rearrange the order of their favourite documents
  • Send Intranet documents to Client Portal from a tablet
  • Intranet Administrators will be shown a Dashboard notification where there is updated publishing content

CCH iFirm Documents

  • Store documents using Office Sharepoint Online
  • Store documents at the root folder level with storage providers
  • Set access restrictions per user in Documents

CCH iFirm Client Accounting

  • Use the Department Accounting functionality
  • See an updated Master Charts of Accounts
  • Send Financial Statements straight to Client Portal

CGT Reporter

  • See updated content for the last 6 months with our January 2017 Compliance Update


  • You will be able to send documents directly to CCH iFirm Portal
Day 3, 2… 1!

Now you can add your client notes in CCH iFirm Tax

Within CCH iFirm Tax you can now add Client Notes directly into your Income Tax Returns, Activity Statements and Fringe Benefits Tax Returns.

When a Client Note has been created for the Return or Activity Statement an icon will appear at the top of the screen.  You are also able to print the Client Notes using the “Print” option, and the Client Notes will not be printed as part of the Tax Return or Activity Statement to ensure clients don’t see this.


What else is new in CCH iFirm Tax?

  • Spouse information can be imported from the spouse’s return by using the “Import Income” function, if the spousal relationship is set up in the Contacts module
  • The “Statistics” area of the Tax modules shows you the lodgment statistics of the Tax Returns and Activity Statements you’ve created within iFirm
  • An “All” option has been added to all filter options, allowing you to select or deselect all options under that filter
  • Tax Agent details can now be seen on the Tax Details Search screen, and all filtered views created, within the Tax module
Day 4

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:

  • Improvements to raising Credit Notes allow you to apply a credit note directly to a client job
  • Ability to manage allocations against grouped time sheet amounts
  • Additional filters and views are now available in the Finalised Invoice Report
  • Other reporting and viewing improvements such as the Invoice Breakdown by Job Type Report and WIP Report Job Owner filter
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:

  • Debtor Control Data
  • Disbursements
  • Billable time
  • Invoice summary
  • Client relationships

“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


Find out more

What else is new for Practice Manager Client Portal?

  • Ability to edit Recurring Jobs and Recurring Job Budgets in bulk. Read More
  • Create and use Billing Groups to create invoices to show who owes the debt to your firm for work performed.

 Find out more

Day 6

New CCH iFirm Documents features

CCH iFirm Documents has just gotten even better with these new features:

  • Seamlessly send documents to and from Client Portal
  • Send documents to and from Google Drive
  • Additional access restrictions to increase your documents security. Read More
  • You can now upload to all supported providers
  • Allows users to cut, copy and paste documents to other folders in the Client Portal
  • From your Contacts and Document menu you can directly upload documents to client folders in dropbox


Find out more

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:

  • Ability to include Target Start Date, in addition to Target End Date, automatically splitting time across the period of the job for easier capacity planning. Read More
  • During the process of emailing Statements or Invoices to clients, you now have the option to print any statements where a client doesn’t have an email address, without having to go through the list yourself. Read More about invoices here and statements here.
  • Better functionality when accessing your iFirm site using you smart phone
  • Ability to change a job’s status in capacity planning. Read More
  • Option to change the job status to complete when closing the job. Read More
  • Additional reporting options, including Billable Time by Client and Billable Time by Period.

Find out more

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

Find out more

What else is new in Client Portal?

  • You can now access the Client Portal from within a contact record
  • Set access rights for new users during the Client Portal invitation process
  • The ability to set folder security on Portal folders, such as viewing and editing permissions
  • The log in link now appears on the Client Portal registration pages
  • Search ability within a specific client portal for a document
  • Create reports on documents that still need to be signed by clients
  • Easy identification of documents that haven’t been opened yet by clients
  • The last 5 interactions with a document are shown as a tool tip

Find out more

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

Find out more

What else is new in Client Portal?

  • You can now get documents signed online with Digital Signatures
  • You can change the landing page your client sees when they log in to Portal
  • Further customise your client communications by inserting images
  • Clients can edit their contact details on the portal, which you will be notified to review and approve

Find out more

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:

CCH iQ Video

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:

  • Add up to 99 divisions
  • Print a set of Financial Reports for a specific department or a consolidated report for all department collectively
  • Filter data displayed on the general ledger and Chart tabs by department
  • Drill down into each departmental code to see the transactions that make up that balance

Find out more

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.


Find out more



Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.

Call us toll free on: 1800 83 68 69

or click here to send us an enquiry.


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Terms and Conditions

  1. The service is marketed by CCH, (a registered business of Wolters Kluwer Australia Pty Ltd, ACN 095 325 643) and the service is provided by SmartCorp (a registered business of Company Dynamics Pty Ltd ACN 058 086 169 and called Smartcorp in these terms).
  2. The terms “You”, “Your” and “Yours” mean the entity, organisation, person or firm placing on behalf of a client, an order for a company with Smartcorp, and if more than one, jointly and severally.
  3. The term “CCH” means the company marketing the service and responsible for invoicing the entity, organisation, person or firm placing an order for a company.
  4. Smartcorp is the organisation providing the company service and facilitating ASIC registration and it does so as Your agent.
  5. Each party referred to above is bound by and must comply with these provisions in accordance with these terms.
  6. CCH is appointed as agent for You and in that capacity CCH will receive an invoice from Smartcorp and CCH will invoice You the same amount for which You are liable to pay including the reimbursement of the amounts paid by Smartcorp to the Australian Securities and Investments Commission (“ASIC”). Smartcorp pays CCH a fee for your order.
  7. Smartcorp will be dealing with ASIC as Your agent. Smartcorp will not be incurring liabilities with ASIC as principal, but will be acting as Your agent. You warrant and it is an essential term that You have authority from Your client (being the person for whom you act) to provide the order details to Smartcorp.
  8. Credit terms are 30 days from invoice and You are personally liable to pay CCH for the service as invoiced to you.
  9. The amount CCH will invoice you under paragraph 6, will be an amount that is inclusive of any goods and services tax (“GST”). Any GST that is payable for any taxable supply will be identified. The total amount that CCH invoices may include components incurred by Smartcorp on behalf of Your client upon which no GST liability has arisen.
  10. All invoices to Your account must be paid whether or not You change Your name and whether or not You change the nature of Your legal personality, for example by reconstituting Your partnership or by incorporating or otherwise. These liabilities will only cease when the account has been paid in full or if CCH agree expressly in writing that someone else is responsible to pay and that other person has agreed in writing to do so in a manner that is enforceable by CCH.
  11. These terms are governed by and construed in accordance with the laws of the State of New South Wales, without giving effect to any principles of conflicts of law. You agree that any action at law or in equity arising out of or relating to these terms shall be filed only in the state or federal courts located in New South Wales and You consent and submit to the personal jurisdiction of such courts for the purposes of litigating any such action. If any provision of these terms shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these terms and shall not affect the validity and enforceability of any remaining provisions. This is the entire agreement relating to the subject matter and shall not be modified except in writing, signed by the parties.
  12. A specimen of the current form of proposed Constitution is available on the website and has been read by You and You are satisfied and Your client is satisfied, that the company when completed in accordance with the information set out in the company order, will meet all Your and Your client’s requirements. On receipt of the company You and Your client will check it to ensure that it has been completed in accordance with those requirements.
  13. The company Application for Registration is solely based on your Order and these terms. You and the Applicant (the person whose user name and user ID have been entered to access the Smartcorp system) agree that the Applicant having viewed the following declaration (in relation to the form 201, ASIC Application for Registration as an Australian company and any annexures, compiled electronically based on Your order) assents to this declaration and will comply with it: “I apply for the registration of a company on the basis of the information in this form and any attachments. I have the necessary written consents and agreements referred to in this application concerning the members and officeholders and I shall give the consents and agreements to the company after the company becomes registered. The information provided in the application and in any annexures, is true and correct at the time of signing.” Those consents are the officeholders’ consent to act, members’ agreement to take up shares, constitution and, if applicable, consent of occupier to use of registered office, blank copies of which are downloadable from the Smartcorp website.
  14. You acknowledge and agree that; You are solely responsible for ensuring that Your instructions are correct and no other party is under any obligation to verify the correctness of Your instructions. Without limitation, Smartcorp is entitled to provide the requested company without further enquiry and You accept all responsibility and indemnify Smartcorp in respect of all claims by any person or company, including, without limitation, whether in respect of the type of company chosen, its suitability for You or Your client’s purposes or otherwise.
  15. To the maximum extent permitted by applicable law, Smartcorp is not liable for and excludes all liability for loss or damage (including any indirect or consequential loss or damage) arising out of or in relation to any and all delays, errors, or omissions in providing the company; a failure to properly carry out Your instructions; negligence; acts of default or omission of any kind whatsoever and however caused; or any acts of default or omission or any fraud or negligence of any kind whatsoever and however caused whether or not caused by Smartcorp’s employees, agents or contractors. Smartcorp makes no warranties in relation to the company except to the extent that they are implied under any applicable law that cannot be excluded.
  16. If an applicable law does not permit the limitation or exclusion of Smartcorp’s liability as provided in these terms, Smartcorp’s total liability in that event for all damages, losses, and causes of action whether in contract, tort (including, but not limited to, negligence), or otherwise shall not exceed the amount paid, if any, for the relevant company sought by You, however, Smartcorp may instead, at its discretion, re-supply the service or part of the service.
  17. Smartcorp does not ascertain whether a proposed company name is already in use by another entity and accordingly Smartcorp does not accept responsibility for the registration of a name similar to an existing name. You and Your client understand that the onus is not on Smartcorp but on You to have regard to similar names or to names which may possibly be confused with or mistaken for another name. You accept that registration by ASIC does not give any rights to that name.
  18. Smartcorp is not a legal or financial adviser, nor does it act as a legal or financial adviser, nor is it competent or qualified to act in, or in conjunction with, the carrying out of the functions of a legal or financial adviser.
  19. In these terms the singular includes the plural and vice versa.
  20. Every order is subject to the current version of these terms and conditions and every time You order You must accept the terms and conditions which are viewable by You with every order. If You do not accept when ordering, Smartcorp’s ordering system will not permit You to proceed further.