CCH iFirm Practice Manager

1 Review 3/5

Practice management software for tax and accounting professionals.

About CCH iFirm Practice Manager

CCH iFirm Practice Manager allows you to monitor and streamline every aspect of your tax and accounting business. Below are some of the most-loved features:

  • Track workflows
  • Easily view job status
  • Centralize client data
  • Manage multiple offices
  • Integrate with ATX and TaxWise

By consolidating business information and tools into one centralized, secure location, CCH iFirm Practice Manager simplifies your tax and accounting business in tax season and beyond.

User Reviews of CCH iFirm Practice Manager

★★★★★
★★★★★
Submitted on June 6th, 2019 by an anonymous CCH iFirm Practice Manager user.

While the program itself rarely has issues (aside from one virus incident causing the system to shut down for 48 hours), Customer service is terrible. Once we bought the product, no one answered any emails or answered calls for customer service. We have been trying to get a hold of someone for the last 8 months for a simple issue of adding another user to our account (which you cannot do yourself). I am still currently on hold (going into 2nd hour) and have not been able to speak to anyone in those 8 months. You will not get a call back or an email response from anyone. If you want a system you feel comfortable with and know that the business values your time and money, DON’T go with IFirm. The lack of response is disgusting and unnecessary.

The Good…

The software has a lot of great features for firms to use

The Bad…

CUSTOMER SERVICE! It doesn’t exist! No one answers your calls and no one responds to emails. They’re complete ghosts once they make the sale. You will be on hold for hours only to hear that their office hours have ended and to not have spoken to anyone at the end. Been trying to get a hold of someone for 8 months