CCH iFirm Menu

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.