CCH iFirm

A client data and file management program for seasonal tax preparation professionals.

About CCH iFirm

With The Seasonal Edition of CCH iFirm, you’ll be armed with the tools you need to manage your office in the peak season and you’ll maintain access to client data and files in the off-season. Get access to the below features in peak season and retain your data in the off-season:

  • Securely store client data and documents for easy year-round access and updates
  • Synchronize client data with ATX or TaxWise® professional tax preparation software
  • Easily retrieve returning client data
  • Provide seasonal staff members with job checklists as needed to ensure all required steps are completed and returns are reviewed
  • Easily report on staff efficiency, client profitability, and revenue opportunities

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