From the Return Manager or an open return, you can access the CCH iFirm menu.
|
Menu Item |
Description |
|---|---|
|
My Dashboard |
Launches your CCH iFirm dashboard, which is an overview of your business’ efficiency, annual review, resource allocation, work in progress, and more. |
|
My Jobs |
Launches your CCH iFirm jobs, where you can view jobs in CCH iFirm. |
|
My Invoice |
Launches your CCH iFirm invoices, where you can view and create invoices in CCH iFirm. |
|
My Timesheet |
Launches your CCH iFirm timesheet, where you can track your personal time by job. |
See Also:
Setup ATX to Work with 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