CCH iFirm practice management platform delivers strategic workflow allocation, centralized client data and seamless invoicing to position ATX and TaxWise customers for maximized profitability
Wolters Kluwer, CCH Small Firm Services today unveiled new bundled options for its award-winning practice management platform, CCH iFirm. For the upcoming tax-filing season, customers of the market-leading professional tax preparation software, ATX™ and TaxWise®, will have the option to bundle CCH iFirm, which boasts its strongest integration to date with both solutions. This integration gives tax preparation professionals the ability to improve profitability by efficiently allocating workload capacity, prioritizing tasks with the greatest revenue potential and streamlining billing.
An online software solution, CCH iFirm allows users to monitor and manage key aspects of their tax and accounting practices, including job status and reporting, workflow and client data management. When integrated with either ATX or TaxWise, professional tax preparers who are part of a small firm or commercial franchise can instantly access this information captured in CCH iFirm, which frees up valuable time for preparers to apply to tasks with the highest profitability.
“CCH iFirm has positioned thousands of small and mid-sized accounting offices to bolster profitability and unlock new revenue opportunities through smarter workflow prioritization and streamlined operations,” said Jairam Padmanabhan, Vice President and General Manager of Firm Management for Wolters Kluwer, CCH Small Firm Services. “By strengthening the integration of CCH iFirm with both ATX and TaxWise, we’ve created a powerful software ecosystem tailored to the needs of tax preparers in both the small firm and franchise market segments, where practice management, research solutions and optimized calculations and functionalities all are interconnected.”
Earlier this year, Accounting Today recognized CCH iFirm as a “2015 Top New Product” in the Practice Management category, citing the platform as “a solution that will let smaller firms punch above their weight.”