Known Issue
CCH iFirm - Known Issues
CCH IFirm Organisation Management
The following links tell you how you may use, access, and contribute to content that Wolters Kluwer UK Ltd (WKUK) makes available on www.help.cch.co.uk. Please note that WKUK may update these Policies, Copyright notice, Terms of Use and Guidelines from time to time. So please review these pages regularly.
Cookie Policy
Copyright
Privacy Policy
Terms of Use
Guidelines
- Do not post comments that are nonconstructive, offensive or disrespectful to fellow users or anyone else.
- Do not post comments that advocate software piracy or copyright violation. Any comments that do so will be deleted.
- Do not discuss product pricing or competitor products.
- Do not post test messages.
- Do not post unsolicited sales, marketing or promotional messages or advertisements.
By creating an account or signing in, you will be indicating your agreement with the above Policies, Copyright notice, Terms of Use and Guidelines.
---
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.