How To
CCH iFirm: Glossary of terms
CCH IFirm Organisation Management
A glossary of commonly used terms for CCH iFirm
| Term | Explanation |
| HMRC | Her Majesty's Revenue & Customs. The UK Government department responsible for collecting taxes. |
| Member | The individuals you collaborate with inside your business who assist in providing services for your clients. These include staff members and external bookkeepers and consultants. |
| MTDfITSA | Making Tax Digital for Income Tax Self Assessment. |
| NINO | National Insurance Number. A Government issued unique identifier for a UK tax payer. |
| Organisation | The accounting firm or business that owns and manages the CCH iFirm subscription. |
| SA | Self Assessment |
| Wolters Kluwer Account | 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. |
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.