startLogging into CCH iFirm
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Logging into CCH iFirm

CCH IFirm Organisation Management
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Getting StartedLog In

    Logging into CCH iFirm

    Admin Users

    Information! For Admin users Help Guide - including Logging In - click here

    Existing and New CCH iFirm Users

    If you are currently using a CCH iFirm cloud product, this is your login link to Organisation Management (https://uk.cchifirm.com/orgmgmt).  

    Please use our step by step instructions to invite and manage user access until you are familiar with how Organisation Management works.

    Once your organisation has started using CCH iFirm Organisation Management, all administrators and members (users) will be visible and managed in this system. To invite new members, please refer to these instructions.

    Not an iFirm product user?

    If you are an existing Wolters Kluwer Account Administrator but your organisation is not yet using a CCH iFirm product, you will not be able to access Organisation Management through the CCH iFirm platform.  Please continue to use Wolters Kluwer Account self-service.

    Logging in from CCH Central 

    CCH iFirm users, must have been granted access to CCH iFirm and also have an employee record in CCH Central with an email address matching that of their Wolters Kluwer Account username.

    Please contact your organisation’s Wolters Kluwer Account Administrator if you require assistance with this.

    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.