CCH iFirm screenshot

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Looking for a CCH iFirm Software alternative? In this article, we’ll cover the features and potential alternatives for firms and accountants looking

CCH iFirm

Features

When looking for a CCH iFirm alternative for your accounting firm or practice, it’s important to list your “must have” features .

For example, do you need to set up custom recurrences? Have a master client list? Track and manage team capacity? Add templates, one-off jobs, as well as recurring client work?

In order to find the best application for your firm, it’s critical to list out the “core” features you need to regain control and transparency over your client work.

Design

Next is what we call the overall “design” of the application, also known as “usability”. This is critical because not only do you have to set up and use the application, but you’ll probably be adding team members, which in turn will have to learn how to use the software! Therefore, it’s critically important to think through the adoption and adoption rate at which your team can get up and running. This can also feed into “team support and training”, but if the product is not user-friendly, no amount of training will convince employees to use the software if they find it cumbersome. If they will use it in the short run, only to abandon it within week or months of implementation.

Setup

With any workflow application, whether it’s CCH iFirm’s or others, it’s good to get an understanding of how long the setup process will take. Do they provide setup services? Setup training? Client and job importing services? Are they free? If not, what is the price? Is it a one time fee or recurring? It’s important to understand the setup required before launching a new software application.

Support

Finally, what does their ongoing support services look like? How can you connect with the company for questions or feedback. Bare in mind that support also increases team adoption, so you want to work with a company that is a good fit for your firm and team.

Whether you move forward with CCH iFirm, or a CCH iFirm alternative, it’s important to test out the product and connect with their team to understand implementation.

Ongoing improvements 

Like many applications and software companies, there should be an ongoing list of feature improvements that the company has in mind. When discussing the product and the application, it’s critical to learn more about the product roadmap, and make sure their product aligns with the need of your firm. Some companies are advanced user groups to contribute feedback, and others pull from their entire customer base. Either way, it’s important to learn more about the product, vision, and company roadmap.

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6 Responses to “CCH iFirm Software Alternative”

  1. Reena Malik

    CCH iFirm online practice management software is a product by Wolters Kluwer. This software can be easily accessed from anywhere and anytime through a good internet on a smartphone, laptopf or iPad. The software provides automated workflow, dashboard, real-time reporting and timesheets features to manage the operational functions of a firm.

  2. Shikha Sharma

    The document management system for accountants from outside of the network if it is properly set up. This can be done because document management systems have the option of installing and running them on your own computer or a network or accessing them via the cloud.

  3. Puja Verma

    CCH iFirm is the best cloud based software for accountant which is developed by Wolters Kluwer. This software is designed to handle a chartered accountancy firms’ challenges. This software is designed to integrate all key business functions.

  4. Shreya Sharma

    The CCH iFirm Practice Management Software makes work easy and customizable as per the firms’ requirement by recording activity codes to specify how much time you have spent on a job and what work you did for it. The timesheets are simple and user-friendly with an easy user interface.

  5. Priya Sharma

    CCH iFirm is the best workflow management software for accountants Being developed by Wolters Kluwer. This software is designed to handle a chartered accountancy firms’ challenges. This software is designed to integrate all key business functions.

  6. Preeti Kapoor

    Those business people who are seeking for CCH-iFirm software alternative? Ensure the Document Management for accountants features and excellent alternatives for accountants expectations for firms. The innovative software includes greater setup, features, design and ongoing improvements.

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