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CCH iFirm - Help Centre. Log in as the admin user. Set up general users. Import contacts - MYOB AO. Add and manage content. Set up document templates. Add and manage menu items. Learn about Practice Manager. Set up recurring jobs. Learn about capacity planning. Use Practice Manager reports. Learn about Client Accounting. Learn about fixed assets. Tax - New Zealand. Tax - New Zealand. Learn about return types. Learn about return types. CCH On-Premise Tax instructions. Learn about CGT Reporter.

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CCH iFirm - Help Centre. Log in as the admin user. Set up general users. Import contacts - MYOB AO. Add and manage content. Set up document templates. Add and manage menu items. Learn about Practice Manager. Set up recurring jobs. Learn about capacity planning. Use Practice Manager reports. Learn about Client Accounting. Learn about fixed assets. Tax - New Zealand. Tax - New Zealand. Learn about return types. Learn about return types. CCH On-Premise Tax instructions. Learn about CGT Reporter.

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1 ifirm set up

2 learn about contacts

3 or another system

4 manually add contacts

5 intranet

6 learn about intranet

7 video tutorials

8 ifirm

9 contacts

10 practice manager

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https://help.cchifirm.com

CCH iFirm - Help Centre. Log in as the admin user. Set up general users. Import contacts - MYOB AO. Add and manage content. Set up document templates. Add and manage menu items. Learn about Practice Manager. Set up recurring jobs. Learn about capacity planning. Use Practice Manager reports. Learn about Client Accounting. Learn about fixed assets. Tax - New Zealand. Tax - New Zealand. Learn about return types. Learn about return types. CCH On-Premise Tax instructions. Learn about CGT Reporter.

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help.cchifirm.com

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iFirm - Intranet videos

http://help.cchifirm.com/static/ID236920

Video tutorials - Intranet. These videos come from our eLearning module. Understand the features of iFirm Intranet. Understand, set up and use tags. Upload content in bulk. Use navigation tools and manage the menu. Create advanced styling templates. Find your way around.

2

iFirm - Log in as the admin user

http://help.cchifirm.com/static/ID95902

Log in to iFirm as the admin user. Watch our eLearning videos. Reset the admin login. Open Mozilla Firefox, Google Chrome, or Internet Explorer, type your iFirm URL in the address bar and press Enter. Type the admin name and temporary password. Select the Keep me logged in. You should only select this option if you are logging in from a secure environment, for example you are logging in from your office computer. Change the admin password as prompted. You can also change your password at any time. If the...

3

PM - Learn about capacity planning

http://help.cchifirm.com/static/ID102245

Learn about capacity planning. Capacity planning in iFirm allows you to plan your workload in advance, so your firm can achieve maximum output and run as efficiently and effectively as possible. By planning your workload in advance you can ensure your firm achieves this goal. The following four conditions must ALL be met for jobs to be included in the capacity planning view:. Jobs must have a target end date. Jobs must have resources allocated. Jobs must be open; and. Jobs status must NOT be complete.

4

iFirm - Client Accounting videos

http://help.cchifirm.com/static/ID236922

Watch Client Accounting video tutorials. These videos come from our eLearning module. Become familiar with the master charts. Import a ledger from MYOB AO Classic. Manage the chart of accounts - Part 1. Manage the chart of accounts - Part 2. Edit the General Ledger options. Add batch types and transactions. Import a batch of transactions. View, edit and delete transactions. Add and manage unposted batches of transactions. Print and export the General Ledger reports. Copy an existing iFirm ledger.

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CA - Learn about webinar resources

http://help.cchifirm.com/ID197968

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CCH iFirm - Help Centre. Log in as the admin user. Set up general users. Import contacts - MYOB AO. Add and manage content. Set up document templates. Add and manage menu items. Learn about Practice Manager. Set up recurring jobs. Learn about capacity planning. Use Practice Manager reports. Learn about Client Accounting. Learn about fixed assets. Tax - New Zealand. Tax - New Zealand. Learn about return types. Learn about return types. CCH On-Premise Tax instructions. Learn about CGT Reporter.

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