Enjoy increased staff productivity and collaboration with all documents stored in a centralised location for easy access, eliminating duplicate creation of the same file or issues identifying the most current version. There is no third-party storage, or syncing required when managing documents in CCH iFirm Document Vault.
Without the correct foundation for managing documents, digital data can quickly get out of control. Documents can be easily renamed, downloaded, copied and moved into another Contact or Job, sent to CCH iFirm Client Portal, or a client for digital signing. Folders can be created adhoc, or automatically using templates depending on your needs.
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.
"CCH iFirm Practice Manager is tailored for professional accounting practices with its customisable dashboard to track how the team is performing. It allows access to reports in real time, with the ability to manage capacity planning and better understand our workloads, client invoicing and reporting."
Craig Weston, Inspired Accountants
View Case Study
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.
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.