72 results found
    1. CCH iFirm Validate: Automate the bank confirmation process during audit

      CCH iFirm Validate: Automate the bank confirmation process during audit

      Forget the manual and old-fashioned approach to bank confirmations during audit; CCH iFirm Validate offers you an automated and secure modern solution. Using open banking and blockchain technology, CCH iFirm Validate securely enables immediate confirmation from all leading UK banks. Reduce the risk of human error and streamline the entire validation process. Looking to improve costly, manual, and time-consuming confirmation processes? CCH iFirm Validate is your UK bank confirmation and validation tool, accelerating the audit banking confirmation process. Our cloud software solution streamlines validation allowing for immediate confirmation from participating banks at a cost-effective price point.

    2. CCH iFirm: Elevate your practice with scalable cloud-based solutions

      CCH iFirm: Elevate your practice with scalable cloud-based solutions

      CCH iFirm is your gateway to a more efficient and scalable accountancy practice. Our cloud accounting suite changes the way you work, view, collaborate, and execute diverse tasks. Wolters Kluwer is your trusted partner for reimagining your practice in the cloud. Find out how you can better manage your practice and achieve optimal efficiency with the award-winning CCH iFirm cloud accounting suite. Discover your practice, reimagined in the cloud, with CCH iFirm—your integrated cloud accounting suite for the future-ready practice. It’s designed to make your workflows as smooth and connected as possible, while scaling with you as your practice grows.

    3. CCH iFirm: Elevate your practice with scalable cloud-based solutions

      CCH iFirm: Elevate your practice with scalable cloud-based solutions

      CCH iFirm is your gateway to a more efficient and scalable accountancy practice. Our cloud accounting suite changes the way you work, view, collaborate, and execute diverse tasks. Wolters Kluwer is your trusted partner for reimagining your practice in the cloud. Find out how you can better manage your practice and achieve optimal efficiency with the award-winning CCH iFirm cloud accounting suite. Discover your practice, reimagined in the cloud, with CCH iFirm—your integrated cloud accounting suite for the future-ready practice. It’s designed to make your workflows as smooth and connected as possible, while scaling with you as your practice grows.

    4. CCH Personal Tax: Simplify and streamline every step in the tax return process

      CCH Personal Tax: Simplify and streamline every step in the tax return process

      A best in-class end-to-end tax solution, designed with practice efficiency. Our smart tax solutions are designed to make your compliance season easier and faster, allowing you to increase capacity and focus on higher value advisory services. Optimise every stage of the tax return and preparation process, from data collection and data entry through to review, approval and online filing. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout. Discover how our on-premises personal tax solution, CCH Personal Tax, can support your practice.

    5. CCH Personal Tax: Simplify and streamline every step in the tax return process

      CCH Personal Tax: Simplify and streamline every step in the tax return process

      A best in-class end-to-end tax solution, designed with practice efficiency. Our smart tax solutions are designed to make your compliance season easier and faster, allowing you to increase capacity and focus on higher value advisory services. Optimise every stage of the tax return and preparation process, from data collection and data entry through to review, approval and online filing. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout. Discover how our on-premises personal tax solution, CCH Personal Tax, can support your practice.

    6. CCH Practice Management: Manage your clients and your practice with ease

      CCH Practice Management: Manage your clients and your practice with ease

      Our solutions make practice management easy, giving you time to focus on practice growth. We build efficient, integrated workflows that allow you to serve clients better and focus staff resources on valuable work. This reduces costs and helps you manage your practice effectively using automated software. CCH Practice Management enables you to manage your clients and practice with ease. Our system tracks the progress of upcoming and past work to improve performance. Unlock efficiency through automation and practice-level reporting. CCH Document Management enables you to digitally store and manage information from any source. Make key processes seamless, as CCH allows you to store, search, share, and retrieve emails, soft copy, and paper documents. CCH Central also integrates with Microsoft Power BI, providing business insights from a single intuitive location through interactive dashboards.

    7. CCH Practice Management: Manage your clients and your practice with ease

      CCH Practice Management: Manage your clients and your practice with ease

      Our solutions make practice management easy, giving you time to focus on practice growth. We build efficient, integrated workflows that allow you to serve clients better and focus staff resources on valuable work. This reduces costs and helps you manage your practice effectively using automated software. CCH Practice Management enables you to manage your clients and practice with ease. Our system tracks the progress of upcoming and past work to improve performance. Unlock efficiency through automation and practice-level reporting. CCH Document Management enables you to digitally store and manage information from any source. Make key processes seamless, as CCH allows you to store, search, share, and retrieve emails, soft copy, and paper documents. CCH Central also integrates with Microsoft Power BI, providing business insights from a single intuitive location through interactive dashboards.

    8. Client Maps

      Client Maps

      We all know that clients rarely understand the business structures we put in place for them and there's usually a learning gap with our team as they seek to understand new family groups they're introduced to. Utilising the client map tool we can build business structure diagrams to educate your client and your team and use them as a starting point for future restructure advice. The client mapping tool can also be used for building process maps and software maps, all vital elements when consulting with our team and clients.

    9. Done Diligence

      Done Diligence

      The Done Diligence Module helps M&A advisors, investors, and corporate finance teams manage and analyze large volumes of deal documentation in a single, structured workspace. Rather than manually reviewing hundreds of files across folders, emails, and data rooms, users can upload documents and use AI to quickly extract, organize, and analyze key information. A major challenge in due diligence is dealing with scattered and unstructured information. Financial statements, contracts, presentations, legal documents, customer data, and operational reports are often spread across multiple locations, making reviews slow and increasing the risk of missing critical issues. The Due Diligence Module centralizes these documents and automatically organizes information into a clear workflow. The platform uses AI to review uploaded files, identify key findings, highlight potential risks, and surface important insights that may require further investigation. Teams can assign tasks, track progress, collaborate on findings, and maintain a complete audit trail throughout the diligence process. This helps reduce manual document review, improves consistency across teams, and ensures important risks are identified earlier. By combining document management, AI-powered analysis, risk identification, collaboration tools, and workflow management in a single platform, the Due Diligence Module helps deal teams complete diligence faster, reduce manual effort, improve transparency, and make more informed transaction decisions.