CCH iFirm Organisation Management
Organisation Management is a tool within CCH iFirm that is used by Wolters Kluwer Account Administrators to invite members and manage access to products and applications.
Last update: CCH IFirm Organisation Management
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.
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 Organisation Management
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.
CCH IFirm Organisation Management
CCH iFirm Help Guide for Admin Users
The Help Guide outlines the process for inviting and managing members to the Wolters Kluwer platform, specifically using CCH iFirm. It explains the roles of administrators in managing user accounts, how to invite new members, grant or revoke product access, and the importance of mandatory product access. The guide also covers bulk invitations and the procedures for handling access requests from existing members. It emphasizes the necessity of correct email association for login and provides guidance on navigating the platform for efficient user management.
CCH IFirm Organisation Management
CCH iFirm: Glossary of terms
This document provides a glossary of key terms related to CCH iFirm, detailing essential concepts for users. It includes definitions for terms such as HMRC (Her Majesty's Revenue & Customs), Member (collaborators within a business), MTDfITSA (Making Tax Digital for Income Tax Self Assessment), NINO (National Insurance Number), Organisation (the firm managing the CCH iFirm subscription), and SA (Self Assessment). Additionally, it explains the Wolters Kluwer Account, which serves as a unified login for their online services.
CCH IFirm Organisation Management
Logging into CCH iFirm
This document provides guidelines for logging into CCH iFirm for both admin users and existing/new users. It includes links to help guides and instructions for managing user access. Admin users are directed to a specific help guide, while current users can log in through a designated link. Users not utilizing CCH iFirm are advised to continue with the Wolters Kluwer Account self-service. Furthermore, it underscores the necessity of having a matching employee record in CCH Central for access to CCH iFirm, suggesting users consult their organization's administrator for assistance.