Preferences and Settings
Get up and running with your CCH iFirm AML cloud software as quickly and efficiently as possible.
Last update: CCH IFirm AMLCCH IFirm Organisation Management
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.
CCH IFirm AML
Getting Started with CCH iFirm AML: Setting up employees in CCH iFirm and CCH Central
Setting up employees in CCH iFirm and CCH Central
CCH IFirm AML
Getting Started with CCH iFirm AML: Setting up Data and Document syncs and document permissions for CCH iFirm AML
This document provides a comprehensive guide to setting up and synchronizing AML documents in CCH Central and CCH iFirm. Key steps include enabling data sync configurations, signing into the CCH iFirm Console, and adjusting document management settings to ensure proper access and synchronization. The document outlines specific actions like setting key values, configuring document types, and managing security settings. It also emphasizes testing sync operations and recommends adjusting polling intervals for effective updates. Users are advised to raise a support ticket if issues persist after following the outlined procedures.