CCH iFirm

CCH iFirm is ranked #11 of 29 in external audit software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $60.83/mo.

CCH iFirm plans and pricing

All plans

Client Portal $730/yr Includes 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment wolterskluwer.com · 30 Sept 2026

Practice Manager $820/yr Includes 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment wolterskluwer.com · 30 Sept 2026

CCH iFirm Suite $1,295/yr Includes Client Portal and Practice Manager · 1 user · training and support · one-time setup fee $157.50 · additional users: $495 pack of 3 (annual), $215 single user (annual) · storage: $41.50 per 5GB increment wolterskluwer.com · 30 Sept 2026

Compared on external audit software

Free plan: No
Client portal: Yes
Workflow automation: Yes
Time tracking: Yes
Billing and invoicing: Yes
Document management: Yes
Staff capacity planning: Yes

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CCH iFirm

What it does: CCH iFirm is a cloud-based practice-management software ecosystem built around a centralized client database for accounting professionals.
Target users: The product is designed for tax and accounting practices, including CA firms.
Workflow management: Practice Manager tracks workflows and job status, centralizes client data, and records time spent on jobs.
Capacity planning: CCH iFirm capacity planning helps firms identify required staff resources for each month and remove capacity bottlenecks.
Billing automation: The jobs and invoice modules integrate so invoices can be generated when jobs are completed.
Security: Client Portal states that it uses first-class encryption so shared material is protected from interception or viewing by others.
Integrations: The U.S. Practice Manager package integrates with ATX and TaxWise, while Client Portal fully integrates with any ATX package.
APIs: CCH iFirm APIs support automation of contacts, users and security functions and data transfer between systems.
Cloud operations: The product brochure states that CCH iFirm is automatically updated through managed online updates as new features become available.
Security controls: The product brochure describes data encryption, regular backups and authentication protocols as part of CCH iFirm cloud security.
Support: The India product page says Wolters Kluwer provides implementation and support, regular training and hand-holding sessions.
Market presence: Wolters Kluwer says CCH iFirm is trusted by more than 400 CA firms in India and South Asia.
Founded: 1836
Headquarters: Alphen aan den Rijn, Netherlands
Price from: $60.83/mo

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Where it ranks on The Geeks Club

Best External Audit Software in 2026#11 of 29
Best Accounting Practice Management Software in 2026#8 of 28

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Sources

wolterskluwer.com/en-in/solutions/cch-ifirm· checked 30 Sept 2026
wolterskluwer.com/en/solutions/cch-ifirm-us· checked 30 Sept 2026
wolterskluwer.com/en-in/solutions/cch-ifirm/cch-ifirm-cli· checked 30 Sept 2026
wolterskluwer.com/en-ca/solutions/cch-ifirm/cch-ifirm-api· checked 30 Sept 2026
assets.contenthub.wolterskluwer.com/api/public/content/2180413-cch-ifirm-pr· checked 30 Sept 2026