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.
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.
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.
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.
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.
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.
