Topic results Log In

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.
More information
CCH IFirm Accounts Production
Logging into CCH iFirm Accounts Production
This document outlines the steps required for CCH Central employees to access CCH iFirm Accounts Production. Users must first be invited by their organisation's CCH iFirm admin and ensure they have both CCH Central and CCH iFirm logins. The document provides instructions for selecting a client, logging into CCH iFirm Accounts Production, and emphasizes the importance of keeping the login screen open after successful access. Additionally, it includes links for further assistance with client migration and organizing management.
More information
CCH Audit Automation
CCH Audit Automation login
This document provides a detailed guide on logging in and out of CCH Audit Automation. It describes the initial login screen, where users must enter their initials and password to access data. It highlights the importance of selecting the correct operational mode and the consequences of failed login attempts. Additionally, the document emphasizes the necessity of logging out to prevent unauthorized access, warning users against leaving their accounts open. It notes that switching users does not require a system restart.
More information
CCH CentralCCH Practice Management
Disabling timesheet and login of an employee
This document outlines the process for making an employee inactive in a system where deletion is not permitted due to record dependencies. It provides a step-by-step guide to access the Employee Details page, navigate to the Main tab, and disable the employee's login and/or timesheet. A crucial note highlights that only users in the appropriate security group can perform these actions.
More information
CCH Central
About Unspecified and Unspec
The document explains the terms "UNSPECIFIED" and "UNSPEC" as default options in an application, typically used in category fields for centers, companies, and other entities. These options allow users to indicate that a specific category does not need to be assigned. However, caution is advised as excessive use of these defaults may negatively affect system reports and resource management.
More information
CCH Central
Logging On
This document offers instructions for logging into the Backup and Restore Utility using SQL Server/Express. Users are guided to launch the application via the MSDEUtil icon, select the appropriate SQL instance, and confirm access. Once logged in, the utility enables users to restore databases, schedule backups, perform on-demand backups, create Central users, and manage service setups. It is noted that administrator rights are required for proper functionality of the utility.
More information
CCH Interactive Checklist
Logging into the software
This document provides instructions for launching software, including using shortcuts from the Desktop or Start menu, or directly from Windows Explorer. It details the login process, explaining two authentication methods: Windows Authentication for automatic login and Application Authentication for multiple user access. Users are guided to select their desired database connection before accessing the main application window. Images are included to assist with each step of the process.
More information
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.
More information