My Account was released in September 2025 and all customers with existing contracts/licenses (activated after 31st January 2025) had a zero value invoice created to carry forward opening balances up to and below subscription quantities. 

This was simply to create opening balances and clicking the Excel icon beside these invoices, which are dated 1st September 2025, will create an Excel report with one line per product/module showing your usage to date. 

CCH_iFirm_Licences_1_Sept_2025_1.png

If you had already been charged for additional usage – because you had exceeded your subscription quantity – any historical invoice for additional usage in your current contract period will now show an Excel icon enabling you to view the quantity of historical additional usage that was invoiced, but you will only see one line for the total quantity. It is only invoices for usage for the month of September 2025 and into the future that show full detail of who used the product/module, and when. 

Contracts activated before 31st January 2025

If you had an active contract for a CCH iFirm product that has a start date before 31st January 2025 (or for some accounts, before 31st March 2025) we are not able to show you your product usage via My Account until your contract renews. We apologise for this inconvenience.

Contracts expired before 1st September 2025

If you had a CCH iFirm contract that expired before 1st September 2025, we have not transferred usage history to My Account.
If you exceeded your subscription quantity for an expired contract from before 1st September 2025, you would still see and invoice for your additional usagewith an Excel icon beside it, but clicking the icon will display this error message.

CCH_iFirm_Licences_1_Sept_2025_2.png

Related documents

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.
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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.
CCH iFirm Help Guide for Admin Users
The Help Guide outlines the process for inviting and managing members to the Wolters Kluwer platform, specifically using CCH iFirm. It explains the roles of administrators in managing user accounts, how to invite new members, grant or revoke product access, and the importance of mandatory product access. The guide also covers bulk invitations and the procedures for handling access requests from existing members. It emphasizes the necessity of correct email association for login and provides guidance on navigating the platform for efficient user management.