Contacts is included with purchase of any of the following CCH iFirm modules: Portal, Documents, Intranet, or Jobs & Billing. Your entire client contact database is readily accessible and, depending on the modules you select, a complete view of each client–including work in progress, history, documents and communication details–is also available.
Jobs & Billing
Jobs & Billing gives you complete oversight on work in progress. Match jobs to staff resources and create deadlines or filing dates to meet client expectations. Customizable dashboards, flexible and insightful reporting, and an integrated approach to fees and invoicing create seamless workflow efficiency.
Add Capacity Planning (sold separately) to Jobs & Billing to automatically adjust for real-time capacity as time sheets are entered, jobs allocated and staff records updated. Helps you plan for, and optimize, staff resources.
Reduce paper use and storage and access all client files simply by clicking their contact record. See all documents pertaining to a specific client. Synchronized updates ensure that you are always referring to the latest version.
Connect with clients easily and securely on a contemporary platform. From simple document sharing to detailed collaboration, Portal provides a fast and secure means of communication.
Internal communications and knowledge sharing become consistent and comprehensive with Intranet. An easily searchable knowledge base gives staff access to internal information and insight. Your firm’s procedures, templates and training materials are also accessible. Intranet reduces time spent information seeking and ensures best practices are followed.