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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?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

3 results found

  1. Integration with Microsoft Copilot

    CCH iFirm Integration with Copilot

    1 vote
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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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  2. 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.

    1 vote
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    0 comments  ·  CCH iFirm AML  ·  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. Zapier Integration

    CCH iFirm integration with Zapier for automated workflows

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