Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product

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

To Start 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