CCH iFirm

Contacts

With your entire contact base at your fingertips in one central location, you gain complete visibility across all WIP, history and communication details. Saying the right thing, to the right people, at the right time has never been easier.
Contacts at a touch

Contacts at a touch

Our Contacts application populates all CCH software modules across your company, with just one single entry. All modules update in real time as soon as the entry is made, so every single staff member has instant access to the most current contact information. Convenience, efficiency and accuracy are just one click away.

Smart profile customisation

Smart profile customisation

With CCH iFirm’s Contacts software you can assign different categories to clients, prospects, suppliers or anyone else in your database. By using these categories as “flags” to trigger certain actions, you can fine tune your communications strategy with promotional content and marketing mechanisms which are tailored to suit each group.

Any device, anywhere

Any device, anywhere

Access in Contacts is stylishly responsive across all smart phones, tablets and screens of all sizes. So wherever you or your staff may find yourselves, whatever devices and connectivity you have to hand, you’ll always be able to access the entire contact database… in a fast, reliable, user-friendly fashion.

Get contact details at a glance
Stay up-to-date with client work

TO RUN MY PRACTICE

Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.

You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.

Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.

Learn more about Practice Manager, Practice KnowHow and Contacts.

REQUEST FREE DEMO

  • "CCH iFirm's software is cloud-based. This is important as many of our audit personnel are usually on-the-go and they can access iFirm even when they are out at the clients’ premises performing field work."
    Paul Tan, CA Trust PAC
    View Case Study

  • "We would be relying on a professional accounting practice management platform that came from the same company that produces the Master Tax Guide – Wolters Kluwer, CCH - and these guys know their stuff."
    Allister Blyth, Blyth Partners
    View Case Study

TO SUPPORT MY CLIENTS

Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.

From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.

Learn more about Financial Statements, Web Manager and Client Portal.

REQUEST FREE DEMO

 

CONTACT

Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.

Call us toll free on: 800 6162 161

or click here to send us an enquiry.

 

Request a demo

Send an enquiry