CCH iFirm offers cloud-based CRM and practice management for smaller accounting firms, providing project and engagement management tools for tracking the full life of client engagements.
- The totally online system offers convenience of anytime, anywhere access
- Dashboards offer real-time insights into firm data
- Multiple customization options
- System includes custom checklists for jobs and engagements
- Deep feature set may require training and time to learn
- Does not offer integration with Microsoft Outlook or Office
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
The system’s Job Management functions offer a single interface for managing client engagements and WIPs, with at-a-glance data on the staff member assigned, the duration, and due date, and a variety of views for looking at engagement productivity. The system offers easy access to prior-year data for budgeting and staffing purposes. Users can create alerts that will notify them by email of deadlines.
Contact management functions offer data screens that simplify tracking of clients, multiple contacts, leads, vendors, suppliers and other relationships, with customization options and the ability to assign client contacts to specific firm managers, partners or other staff. Clients can also be assigned to groups. Detailed client information tracking includes email, phone numbers, address, and social media. Users can track jobs, engagements, fees, WIPs and billing information, notes and custom data fields.
A dashboard offers access to key performance indicators for the firm, with various tools for digging into WIP and AR by group, productivity, overdue tasking and period-over-period revenue.
Summary & Pricing
Subscription pricing is based on number of users: 1–3 users $999, 4-6 users $1,799, 7-10 users $2,499.
See inside March 2016
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.