CCH iFirm

CCH iFirm is a cloud-based solution that simplifies and automates the running of your accounting firm. By completing the following setup, you'll enjoy increased visibility across workflow, resources and performance, ultimately freeing your firm up to spend more time adding value to your clients.

CCH iFirm Setup:

• Sign In To CCH iFirm: Opens the line of communication between the CCH iFirm and ATX applications and enables data to be shared.
• Export Existing Contacts to CCH iFirm: Allows you to export contact information from ATX returns to CCH iFirm, so you don't have to set up contact data twice.
• Setup Jobs for Job Status: Open the line of communication for jobs status and job details by assigning tax return types to a job type in CCH iFirm.

How to Topics:

• Sign In To CCH iFirm
• Export Existing Contacts to CCH iFirm
• Import CCH iFirm Contact Data into a New Return
• Sync New ATX Contacts with CCH iFirm
• Sync Contact Data on Open and Close
• View CCH iFirm Job Status in Return Manager
• View Job Details
• Send CCH iFirm Invoice
• Tracking Time in ATX

 

See Also:

CCH iFirm Menu

Return Manager Preferences