CCH iFirm Ecosystem – an Industry First!

Software Success

Presented by: Shannon Paret, CPA, BACS

Sponsored by:


Wolters Kluwer understands how important it is for you to stay in control of your bookkeeping practice and serve your clients, and in this session, we will show you how we can help.  Our award winning CCH iFirm® ecosystem is cloud-based and built around a centralized client database, which equips bookkeepers with the tools they need to integrate all the key facets of their business.  CCH iFirm is always up-to-date, providing you with all the benefits of securely working online, from anywhere – but more importantly, gives you a workflow tool to manage all facets of your business in a 7 module-integrated solution.  


Explore with us how each of these modules can complete your workflow to enhance your unique Bookkeeping practice, including: Client Contacts, Jobs & Billing, Portal, Tax, Capacity Planning, Intranet, and Document Management.  Along with these, it also provides:

  • Superior Client Service – enabling you to deliver unprecedented client support

  • Easy Change – no matter what systems are currently used in your practice, converting to CCH iFirm is a seamless experience.


Our latest module, CCH iFirm® Tax, is the first cloud-based online tax software for Canadians, and is powered by Taxprep.  This Canadian tax software is always up-to-date, and gives your firm all the benefits of securely working online from anywhere — with the speed of a desktop, giving you:

  • Peace-of-mind – knowing your data is secure and always backed up with 100% Canadian hosting

  • Maximized returns and minimized risk – built with the most accurate & comprehensive diagnostics

  • Ease of use and easy to learn – no learning curve, and a user-friendly, modern interface.


By sharing real-life challenges and successes faced by bookkeepers, we will take a deeper dive on how this our product will take your practice to the next level, bring efficiencies you never thought possible and make you future ready!

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