CCH iFirm Contacts

CCH iFirm Contacts

CCH iFirm’s Contacts module puts your entire contact base in one easy-to-access central location, giving you complete visibility across all work in progress, history, and communication details.  It’s a practice management solution that will make you more efficient and allow you to plan workload capacity better. Plus, you will never miss a beat with invoicing thanks to the module’s online invoicing capability.

Contacts at your fingertips

With CCH iFirm’s Contacts module, you’re just one click away from your contacts for tasks such as sending online invoices. And because of CCH iFirm’s integration with Taxprep, all your contact information from Taxprep is synchronized with CCH iFirm.

Smart profile customization

You can assign different categories to clients, prospects, suppliers or anyone else. And by using categories as “flags” to trigger certain actions, you can fine tune your communication strategies with promotional content that is tailored for each group.

Accessible from device, anywhere

CCH iFirm’s Contacts module is responsive across all smart phones, tablets and screens of all sizes. So, whatever device or connectivity you have, you’re able to access the entire contact database, in a fast, reliable, user-friendly way.

CCH iFirm Suite has everything you need

With CCH iFirm Suite, you get all the integrated, cloud-based solutions you need to simplify and automate the running of your practice. And you have all the tools and systems to support your clients. From the core responsibility of keeping them compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.

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