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← Wolters Kluwer Tax & Accounting Product Feedback Forum

| CCH iFirm |


Welcome to the Product Feedback Forum for CCH iFirm. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.

This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal homepage to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

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How can we improve CCH iFirm?

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6 results found

  1. Ability to delete contacts

    We will need the ability to delete contacts to comply with data retention guidelines. It will also be useful for any spurious contacts that have got synced up to iFirm.

    3 votes
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    1 comment  ·  CCH iFirm  ·  Admin →
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    Proposed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your idea submission has been proposed


    We would like to inform you that after reviewing your idea, our team has decided to propose it for implementation!


    We believe it has potential and will keep you updated as we move forward with the next steps.


    Thank you for your valuable contribution!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. Filter contacts with / without any tax years

    In CCH iFirm MTD for Income Tax there is no filter available on the client list. It would be useful to be able to filter out - or even hide - "contacts" that will never have any tax years created from "clients" with tax years set up.

    1 vote
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    0 comments  ·  CCH iFirm Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. Suppress Accountant in Company Information

    Would like to be able to suppress Accountant section in Company information as a user in a non-practice environment.

    1 vote
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    1 comment  ·  CCH iFirm Accounts Production  ·  Admin →
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    Started  ·  AdminLamorna Harris (Admin, CCH Software) responded

    Your idea submission has been started


    We’re pleased to inform you that, following a thorough review and proposal, work on implementing your idea has started.


    We’re excited to implement your feedback and will keep you updated as progress continues.


    Thank you again for your valuable input!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  4. Notification Emails

    We have recently been using the CCH iFirm for our AML checks. We have recently started receiving automatic emails stating whether the check has been completed or not.

    Software should have an option for user not to receive notification emails. Would be enabled with a tick box option in the user profile.

    4 votes
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    0 comments  ·  CCH iFirm AML  ·  Admin →
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  5. Integration with Microsoft Copilot

    CCH iFirm Integration with Copilot

    1 vote
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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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  6. Zapier Integration

    CCH iFirm integration with Zapier for automated workflows

    0 votes
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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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