CCH iFirm Contact Management System
Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
CCH iFirm Contact Managment - Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product 
CCH iFirm Contact Management System
Installation
Installation
CCH iFirm Contact Management System
Find Contacts/Clients screen, CCH iFirm Icon
Find Contacts/Clients screen, CCH iFirm Icon
CCH iFirm Contact Management System
Other areas - Reports and Contact Settings
Other areas - Reports and Contact Settings
CCH iFirm Contact Management System
CCH iFirm Contact Management - walk through
CCH iFirm Contact Management System - walk through
CCH iFirm Contact Management System
Accessing Contact Management using the URL ukie.cchifirm.com
Accessing Contact Management using the URL ukie.cchifirm.com
CCH iFirm Contact Management System
Linking to CCH iFirm: Option 2- Bulk Upload to CCH iFirm
CCH iFirm Contact Managment allows synronisation of clients/contacts from CCH Central to CCH iFirm. Linking to CCH iFirm: Option 2- Bulk Upload to CCH iFirm
CCH iFirm Contact Management System
Export Data
Export Data
CCH iFirm Contact Management System
Firm Settings - Application Integration
Settings
CCH iFirm Contact Management System
Firm Settings - Dashboard Content
Settings
CCH iFirm Contact Management System
Reports
Reports