startAccepting a bulk Invitation Link
How To

Accepting a bulk Invitation Link

CCH IFirm Organisation Management
Last update: Reading time 2 minutes
Invitation

    Follow this process to accept a bulk invitation to join your CCH iFirm Organisation.

    Invitation link

    You will receive a link to join your CCH iFirm Organisation by email. The email will be from your Organisation administrator and may be sent to a number of your colleagues.

    Wolters Kluwer Account

    NOTE: Use of CCH iFirm requires a Wolters Kluwer Account, our identity management system. The Wolters Kluwer Account provides a single source of login to the various online applications and services provided by Wolters Kluwer Tax and Accounting UK.

    Existing account

    If you already have an existing Wolters Kluwer Account login for one of our other cloud applications (e.g. CCH OneClick or the Wolters Kluwer Support Portal) use those login credentials to accept this invitation.

    Click Login and type in your email, click 'Continue' and type in your password and Login.

    New account

    If you do not have an existing Wolters Kluwer Account, click 'Create Account' on the Login page.

    iFirm_OrgnisationManagement_BulkInviteLink_1.png
    1. Complete the account details, your 'First name *', 'Last name *' and 'Email *'.
    2. Complete the 'Password *' and 'Confirm password *' fields, tick the box to accept the terms of use, and tick the 'I'm not a robot'box.
    3. Click 'Register' when all fields are complete.
    iFirm_OrgnisationManagement_BulkInviteLink_2.png

    The Email verfication page will be displayed.

    iFirm_OrgnisationManagement_BulkInviteLink_3.png

    Email verification

    Check your inbox for an email from [email protected] with a link for you to verify your email address.

    1. Once you have recieved the email click the 'Activate Now!' text.
    2. Your account is now active. You can set up multi-factor authentication for an additional layer of login security on your account. Select your authentication method or click Skip for now according to your preference.
    iFirm_OrgnisationManagement_BulkInviteLink_4.png

    For more information on setting up multi-factor authentication for your account, please refer to the Use a Wolters Kluwer Account page.

    The Join request confirmation page is displayed. You will receive an email when an administrator approves or rejects it.

    iFirm_OrgnisationManagement_BulkInviteLink_5.png

    To continue, follow the Request accepted section below.

    Warning messages

    1. If you click the 'Activate now!' link in a verification email a further time, you will receive a message that your email address is already validated.
    2. If you are already a Member of the CCH iFirm Organisation and you click the Join request link email a further time, you will receive a message that you are already a Member of the Organisation.

    Request accepted

    When your CCH iFirm Organisation administrator reviews your request to join, you will receive an email notification.
    If your request is accepted you will receive an email letting you know it's been approved and that you now have access to iFirm.

    Request Rejected

    If your request is rejected you will receive an email letting you know it's been rejected and you will not be able to access iFirm.

    Related documents

    CCH iFirm licenses before 1st September 2025
    This document provides guidance on managing CCH iFirm accounts post-launch in September 2025. Customers with contracts activated after January 31, 2025, received zero-value invoices to establish opening balances, allowing access to historical usage reports via Excel. Contracts active before January 31, 2025, will not show product usage until renewal. Additionally, any expired contracts prior to September 1, 2025, lack transferred usage history, and related invoices will generate error messages when attempted to be accessed. The document highlights features of the new accounts interface and the handling of additional usage charges.
    Organisation Management Overview
    This document provides an overview for Wolters Kluwer Account Administrators on using the CCH iFirm Organisation Management tool. It outlines how to access the tool, manage members, and edit organisation details, such as the organisation name, VAT number, and company registration number. Admin-level users can make changes to the organisation's information, including inviting new members and managing application access. Additional help resources are linked for further assistance.
    Logging into CCH iFirm: Admin & User Access Guide
    This document provides guidance on logging into CCH iFirm, specifically targeting Admin users and existing/new users of the CCH iFirm cloud product. It includes links to the Help Guide for Admins and instructions for managing user access. If an organization has not begun using CCH iFirm, existing administrators should use the Wolters Kluwer Account self-service portal. Additionally, it highlights the requirement for email matching between CCH iFirm and CCH Central for access. For further assistance, users are advised to contact their organization's Wolters Kluwer Account Administrator.
    What is CCH iFirm?
    This document provides an overview of CCH iFirm, a cloud-based platform offering various products such as AML, accounts production, and personal tax services. It highlights the functionalities of Organisation Management for administrators, enabling them to control member access and manage settings. Users are advised to utilize the new Organisation Management app for member invitations instead of the previous support tool. The document also includes instructions for accessing the Organisation Management area and emphasizes the roles of Wolters Kluwer Account Administrators in managing memberships and product access.
    Member Permission Levels
    This document provides a summary of the different member permission levels in CCH iFirm, distinguishing between Admin and Regular users. Admin users have comprehensive capabilities, such as managing organization settings, viewing/editing all clients, adjusting member permissions, and inviting new members. In contrast, Regular users have limited access, able only to view/edit clients they specifically have permission for. The document outlines key functionalities permitted to each user type, highlighting the more extensive privileges granted to Admin users.