CCH IFirm
My Account
CCH iFirm My Account enables customers to view their invoices, orders (for Professional Services) and Subscriptions (Contracts) as well as viewing the address information Wolters Kluwer has recorded and updating contact details.
Topic results Licensing
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 Central
Licensing - Overview
The document outlines the licensing methods for products within Central, highlighting user licensing models such as concurrent users and active employees, as well as client licensing for smaller firms. It details the process for license expiry and the procedure for downloading or importing new PIN files, emphasizing the role of Super Users. Additionally, it provides notes on license management, including user responsibilities and limits on the number of clients for certain packages. The instructions for importing specific PIN files from CCH are also included.
CCH Central
Product Licence Information
The document describes the "Product Licence Information" screen, which displays licensed products and modules in the CCH software. Accessible through the main menu, it allows users to view details such as CCH version, manage licenses, and view usage restrictions. It includes options to expand product details, showing linked modules and their corresponding restrictions, user counts, and usage statistics. Additionally, the document explains how licensing restrictions are quantified and provides details on the current usage of modules, including information on concurrent users and pay-as-you-go licensing.
CCH Trust Accounts
Licensing in CCH Trust Accounts
This document outlines the licensing options for CCH Trust Accounts, detailing how to access licensing information and how to add a new license key (Telcode). It specifies that users can view their licensing status via the Help menu and offers a comprehensive list of product options, including features like nominal ledger, multicurrency, and various formats for specific client needs. Additionally, it provides step-by-step instructions for entering a new Telcode to update license options, ensuring users have the correct access based on their orders.
CCH IXBRL Review And Tag
Licensing for CCH iXBRL Review & Tag
This document outlines the changes in the licensing process for users of CCH iXBRL Review and Tag following the 2022.1 release. The license store is now integrated into the CCH Central licensing module, requiring users to update their details and potentially re-enter Companies House filing credentials. It provides step-by-step instructions for both Central installation and standalone users to manage their licenses, download necessary PINs, and check Companies House submission counts. Users must restart the system after updates and monitor license expiration dates for future downloads.
CCH Central
Licensing - Troubleshooting
This document provides troubleshooting steps for common licensing issues in a concurrent user-based application. It explains how to resolve situations where the system incorrectly believes all licenses are in use due to a crash. Instructions include checking the product license information, managing processes in Task Manager, and waiting for licenses to be freed. Additionally, it addresses errors related to downloading and importing PINs, offering solutions for messages indicating no PIN is present or failed decoding due to incorrect client codes or expired PIN files.