Linking to CCH iFirm

Go to Central> File> Maintenance> Service Settings> CCH iFirm Console

Ensure you are signed in. Ensure the organisation name is updated to the iFirm name and organisation ID flows through.

For guidance on iFirm Console see CCH iFirm Console

You are now set to push up clients and contacts in CCH Central to CCH iFirm

Clients/contacts can be pushed up in 2 ways-

Option 1- Through an existing CCH iFirm product like AML, Tax, Accounts Production or

Option 2- Using the contact bulk upload facility.

Once clients/contacts have been pushed up to CCH iFirm, access to Contact Management can be done through the client/contact in CCH Central OR by using the URL ukie.cchifirm.com

Option 1- Client/contact information sync'd through a CCH iFirm product

If we take the example of AML;

For an existing Central client that has not been pushed up yet to CCH iFirm, within the client record select CCH iFirm AML from the top ribbon.

A web browser will open and you will be prompted to log in to your CCH iFirm account

Once logged in, you are brought to the AML screen to perform the AML check on the selected client

Launching the CCH iFirm dashboard showing Contact Management

Within CCH iFirm AML, click on the CCH iFirm Home logo.

You are brought to the CCH iFirm Dashboard showing Contact Management on the left-hand panel

Option 2- Bulk Upload to CCH iFirm

Firms can now perform a bulk upload of contacts/client from the respective Find window to CCH iFirm. In other words a bulk upload of client/contact information can be done, independent of any CCH iFirm product.

From either the Find Contact or Find Clients window in Central you can see the clients not yet linked to CCH iFirm. There is no CCH iFirm icon showing for that record.

On the Find Contact or Find Clients windows, select either a single record or multiple records of contacts or clients by putting a tick against the record. Click the Upload to CCH iFirm button on the ribbon to push the selected records to CCH iFirm.

You will be prompted to log in to your CCH iFirm account if not done so already.

Once logged in, minimize the browser;

In CCH Central a pop-up box is displayed, showing how many records have been selected. The number displayed, automatically excludes the following:

Any records already uploaded (has a iFirmId associated, this can be found in the field chooser on the Find Contacts/Clients window)
All employee records
Any supplier records

Yes - Continues to upload the records to CCH iFirm

Cancel - Does not perform the upload and returns the user to the Find window

During the upload, a message is shown at the bottom right of the window, showing the progress.

Once completed, the progress displays either as:

All the records have been uploaded successfully.
Bulk upload completed

Some records have failed to upload. Navigate to File > Maintenance > Service Settings > CCH iFirm Console for more details on the reason for upload failure.
Update completed with errors. See CCH iFirm Console

Once a record has been uploaded to CCH iFirm the iFirm icon will now appear against that CCH Central client or contact record on the Find screen.