Wolters Kluwer unveils industry-first enhancements to CCH iFirm in Australia and New Zealand
Latest enhancements help accountants work smarter, faster, and more profitably
These latest developments reflect Wolters Kluwer’s ongoing investment in Firm Intelligence—a strategic approach that integrates expert content, cloud software, and AI to help professionals make better, faster decisions, and delivering the right insight at the right time. With a centralized client database, CCH iFirm offers a holistic platform for managing clients, jobs, and compliance workflows—delivering measurable improvements in efficiency, accuracy, and profitability.
Among the most notable updates:
CCH iFirm
A first-of-its-kind integration with CCH iKnowConnect® in ANZ, this feature enables users to access tax news and conduct research directly within the CCH iFirm platform—bringing together Wolters Kluwer’s trusted content and software expertise into one seamless experience.
Cloud-Based Workflow Dashboard for CCH iFirm Workpapers
This major enhancement gives managers and partners real-time visibility into workpaper progress, helping firms meet deadlines, reduce write-offs, and proactively manage workloads with greater confidence.
GenAI-Powered Virtual Agent
The new CCH iFirm Advanced Virtual Agent brings generative AI into the platform, providing 24/7 technical support alongside traditional service channels—enhancing responsiveness and helping professionals get the answers they need, faster.
Streamlined End-to-End Workflow
Additional updates include deeper integration across the platform:
- One-click document sharing to CCH iFirm Document Vault
- Two-way data sync between CCH iFirm Client Accounting and CCH iFirm Workpapers
- A redesigned CCH iFirm Client Portal and CCH iFirm Signatures experience for secure, simplified collaboration.
“These enhancements are designed to help firms grow by reducing time spent per job and improving visibility across the practice,” said
With all the enhancements now live,
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