CCH iFirm Practice Manager integrates with Xero Tax to generate new levels of end-to-end workflow efficiency for accountants and bookkeepers.
In three clicks, you can connect CCH iFirm Practice Manager and Xero Tax, allowing you to take advantage of the extensive job management and reporting tools in CCH iFirm Practice Manager while seamlessly creating and lodging tax returns in Xero Tax.
With unrivalled depth of functionality, CCH iFirm Practice Manager provides immediate visibility of your practice’s key metrics in one glance.
Keep your finger on the pulse of your business with access to comprehensive Job Management tools. These include the ability to track job progress based on status or budget, as well as data views including by Partner (client or job), Manager (client or job), client or client group.
Streamline your administrative processes with automatic creation of recurring jobs prefilled with staff allocations and budgets.
Manage your practice with detailed reporting on job profitability, staff capacity planning and productivity.
When combined with Xero Tax, client data can be updated in CCH iFirm and synchronized between the two databases, allowing you to efficiently maintain accurate data in both systems while using a combination of software solutions that best fit your business needs.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.