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What is CCH iFirm?

CCH iFirm is a cloud-native suite of integrated software to support the firm management, compliance and client relationship needs of accounting firms across Canada, United Kingdom, India, Australia, New Zealand and South-east Asia.

CCH iFirm enables efficient use of resources and workflow, giving accountants all the tools they need to monitor and streamline the key facets of their business.

Talk to your local Solutions Manager to learn more about the CCH iFirm products in your region.

Who Uses CCH iFirm?

Accounting firms who need an integrated, full-cloud solution to manage practice workflow (including tax compliance) and productivity.

CCH iFirm Software - 1
CCH iFirm Software - 2
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Reviews of CCH iFirm

Average score

Overall
3.7
Ease of Use
3.7
Customer Service
3.3
Features
3.6
Value for Money
2.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
43%
4
29%
2
14%
1
14%
Leah
HR/Marketing Manager in Canada
Accounting, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

iFirm = iAwesome

5.0 2 years ago

Comments: Wonderful. We have been using the software for 2 years now and have never looked back!

Pros:

This software created the opportunity to consolidate our client database, secure data transfer, project management, AR/AP, and internal monitoring - all into one program. The customization that is available is beyond what I have seen in other comparable products out there. You can track basically whatever you want for data and build out reports on a plethora of things.

Cons:

One struggle we have had is a lack of personalized support. Once implementation is complete, support comes at a cost. However, iFirm does have an AMAZING help library that dives into pretty much every topic you can imagine related to the program.

Peter
Owner in Australia
Accounting, Self Employed
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

One Year After Implementation

4.0 5 months ago

Comments: Friendly personal service. Software could still do with some simple tweaks to improve functionality.

Pros:

Access to support was so much better than what was being experienced at Access.

Cons:

Absence of expected functionalities - EG: linking accounting package to tax return

Colin
Owner/Manager in Canada
Accounting, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Worst business decision I have made in 10 years!

1.0 12 months ago

Comments: Terrible customer service just always told us they had never heard of any problems with the software and we should pay them thousands of dollars for more training on the software even though they couldn't explain how training would help with the software pausing every time we switched schedules, Review tab did not pull through parts of schedules and was thus useless and the tax software did not integrate flawlessly with the practice management as promised but instead frequently required back-and-forth.

Pros:

The ability to log on from anywhere and have my scheduling, billing and tax preparation integrated.

Cons:

We have had nothing but issues with this software since we began using it in October 2022. Not only is the software slow but it is also full of issues such as schedules and parts of schedules not pulling through to review tabs making them useless. I am a tech savvy, 36 year old with with experience on various tax software suites and have never had such a negative experience trying to switch over to new software. We had to abandon the software before tax season as everyone was worried it would significantly increase our time on every file.Overall the software feels half-baked and yet when I pointed out many of these issues I was told that IFirm is perfect and no one has ever had an issue and there is absolutely no way that they will refund or cancel the subscription early even though my firm was 1 month into our subscription.The system is very slow and I would lose 1.5 seconds every time I switched to a new schedule despite having 1 gigabit internet and no one else from my office on the software during November. This along with other issues meant that it doubled the time spent on preparing T1's and T2's vs our previous software. Even after preparing dozens of T2's in the software we still found it to be slow, cumbersome and unreliable.I believe the refusal to issue refunds is because there are so many other firms wanting a refund that they cannot afford to refund money and hope the client comes back once the software is improved (if ever). Do not make the same mistake!

Kelly
Managing Director in Australia
Accounting, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Kelly Peters

5.0 5 months ago

Comments: I have loved our first 12 months using CCH iFirm with our practice. Being a complete online practice solution, it allows me to work remotely when needed which is a critical component of my job. The support from CCH has been fantastic and assist whenever I have needed.

Pros:

The practice management module assists to make billing, and up paid invoice reminders, easy to manage and maintain. Also love that it is a completely cloud based software which allows me to access what I need from anywhere as long as I have internet.

Cons:

I think the Jobs module is a little clunky and I don't like that there are no workpapers.

Charlene
Receptionist in Canada
Accounting, 5,001–10,000 Employees
Used the Software for: 1+ year
Reviewer Source

Great program for accounting

5.0 9 months ago

Pros:

CCH iFirm give's you access to different tax prep years to be able to file your client's tax returns. It is a smooth and easy program and new updates are available to get the job done easier.

Cons:

I haven't really found anything I don't like about iFirm.