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 Reports |
Launches your CCH iFirm Practice Management reports, where you can measure the performance of team members and see how your firm is performing. |
|
My Timesheet |
Launches your CCH iFirm timesheet, where you can track your personal time by job. |
|
View Job Details* |
Opens job details for the job associated with the open return. |
|
Contact Details* |
Launches CCH iFirm Contact Details for the taxpayer in the open return, where you can view and edit their information. |
|
Client Portal |
Launches CCH iFirm Client Portal, where you can organize and share important documents with clients. |
*View Job Details and Contact Details menu items are only available while inside an open return.
See Also:
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