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CCH iFirm

Full company profile

uuid000edqu

Namestring
CCH iFirm
Legal namestring
Wolters Kluwer N.V.
Websiteurl
cchifirm.com.au
Company typeenum
Private
Founded yearint
2012
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersSydney, Australia
HQ citystring
Sydney
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Keyword5 values
practice management software, tax compliance software, cloud accounting platform, audit workpapers software, AML compliance tools
Industry3 codes
1Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC)
CodeHDABAHAIPrimaryYes
2Continuous Controls Monitoring (CCM)
CodeHDADAHAEPrimaryNo
3Data, Evidence & Document Verification (IDV) for KYC
CodeFSAMAMANPrimaryNo
NAICS code1 code
  • Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services518
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Accounting Practice Management Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1SaaS Subscription
TypeSubscription Recurring
Description

CCH iFirm operates as a 100% cloud-based SaaS platform, generating recurring subscription revenue from accounting firms for access to its integrated suite of practice management, tax compliance, and research tools.

wolterskluwer.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
Pricing details1 tier
1Enterprise and mid-market subscription tiers for accounting firms
ModelSubscriptionBilling cadenceAnnual
Notes

Pricing is not publicly disclosed. Sales engagement is through 'Request a Demo' and 'Contact' forms.

wolterskluwer.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 13 records shown
1CCH iFirm Practice Manager
Description

Practice management application for accounting firms

wolterskluwer.com
+12 more records
Core offering1 text field

CCH iFirm is a 100% cloud-based SaaS platform that provides integrated practice management, tax preparation and compliance, client accounting, audit workpapers, anti-money laundering, document management, digital signatures, client communication, and tax research capabilities for accounting firms. Built specifically by tax and accounting experts and delivered with ISO 27001-certified security, the platform is sold as an annual subscription with tailored onboarding by in-house consultants, primarily targeting small and mid-sized accounting firms across the Asia-Pacific region.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 13% business growth achieved through enhanced workflow management with CCH iFirm Practice Manager (AstuteMed)
+1 more record
Product overview1 text field

CCH iFirm is a platform-plus-modules architecture offering an all-in-one cloud solution for accounting practice management, tax, client communications, and tax research. The core CCH iFirm platform integrates with complementary solutions including Xero, MYOB, ATOmate, SmartDocs, FeeSynergy, and APS Reckon. The product suite is organized into three main categories: (1) Firm Management modules including Practice Manager, AML, Analytics, Client Portal, Contacts, Document Vault, Intranet, and Signatures; (2) Compliance modules including Tax, CGT Reporter, Client Accounting, and Workpapers; and (3) Tax Research via CCH iFirm Tax News & Research connected to CCH iKnowConnect. Built by tax and accounting experts, the platform is trusted by firms globally with data protected to ISO 27001 standards.

Product and service2 records
1CCH iFirm
CategoryAccounting Practice Management Platform
Description

All-in-one cloud accounting practice management and compliance platform providing integrated practice management, tax preparation, client communication, document management, workpapers, AML compliance, analytics, digital signatures, CGT reporting, and tax research for accounting firms.

2CCH iFirm Practice Manager
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
Strategic tierCoreTypeTechnology or Integration
Description

Xero is a pre-built integration partner with CCH iFirm, allowing seamless data exchange between CCH iFirm's practice management platform and Xero's cloud accounting software for accounting firms.

Strategic tierCoreTypeTechnology or Integration
Description

ATOmate is integrated with CCH iFirm, providing automated tax office communication and compliance workflow capabilities for Australian accounting firms.

Strategic tierCoreTypeTechnology or Integration
Description

SmartDocs is integrated with CCH iFirm to provide document automation and template management within the practice management workflow.

Strategic tierCoreTypeTechnology or Integration
Description

FeeSynergy is integrated with CCH iFirm to provide fee billing and practice revenue management capabilities.

Strategic tierCoreTypeTechnology or Integration
Description

MYOB is a pre-built integration partner with CCH iFirm, enabling data connectivity between CCH iFirm's practice management tools and MYOB's accounting software solutions.

6APS Reckon
Strategic tierCoreTypeTechnology or Integration
Description

APS Reckon is integrated with CCH iFirm, providing additional accounting software interoperability for accounting firm workflows.

wolterskluwer.com
Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Australia-based cloud practice management workflow software built specifically for accounting firms. Karbon is the most direct APAC competitor to CCH iFirm's Practice Manager and Workpapers modules, targeting the same SMB-to-mid-market accountant buyer with similar subscription-based GTM.

TypeDirect peer
Description

Australia/NZ-headquartered practice management and client engagement platform for accounting and bookkeeping firms. Competes head-to-head with CCH iFirm on workflow automation, client onboarding and proposal/fee management, with strong overlap in the AU/NZ SMB accounting segment.

TypeDirect peer
Description

Cloud-based practice management suite for accounting and tax firms combining CRM, workflow, document management, client portal and billing. Closely comparable to CCH iFirm's all-in-one positioning, with a PLG-led global acquisition motion.

TypeDirect peer
Description

US-based practice management platform for accounting firms offering workflow, document management, client engagement and a client portal. Direct functional overlap with CCH iFirm Practice Manager, Client Portal and Workpapers modules.

TypeDirect peer
Description

New Zealand-headquartered cloud accounting platform whose Xero Practice Manager and broader ecosystem (Xero Tax, Xero Workpapers) compete directly with CCH iFirm's practice management, tax and integration value proposition across the same APAC accounting firm buyer base.

TypeDirect peer
Description

Australia/NZ-headquartered cloud accounting and practice management software provider. MYOB Practice Solutions overlaps with CCH iFirm Practice Manager and Tax modules and is a deeply entrenched incumbent in the same APAC accounting firm segment.

TypeBroad incumbent
Description

Global cloud accounting platform with QuickBooks Online Accountant and growing practice management capabilities. A broad incumbent whose accountant-facing suite competes with CCH iFirm on the same SMB and mid-market accounting firm workflows at a much larger scale.

TypeBroad incumbent
Description

Global provider of cloud accounting and practice management software (Sage Accounting, Sage Practice Management). A broad incumbent with deep accountant penetration, comparable in functionality but with a much wider portfolio than CCH iFirm's vertical focus.

TypeDirect peer
Description

US-based practice management and workflow automation platform for accounting firms, with strong overlap in client engagement, document collection and audit/compliance workflows — closely aligned with CCH iFirm Workpapers and Client Portal.

TypeBroad incumbent
Description

Global tax, accounting and legal professional information and software provider (UltraTax, Practice CS, Checkpoint). Direct Wolters Kluwer peer at the parent-company level, with overlapping tax compliance and practice management offerings for accounting firms.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration6 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature14 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

CCH iFirm

Accounting Practice Management Softwarecchifirm.com.au

CCH iFirm firmographics

Firmographics
Name
CCH iFirm
Legal name
Wolters Kluwer N.V.
Website
https://cchifirm.com.au
Company type
Private
Founded year
2012
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

CCH iFirm industry classification

Industry
Product category
Accounting Practice Management Software
NAICS
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)
akta.pro secondary industries
Continuous Controls Monitoring (CCM) (HDADAHAE), Data, Evidence & Document Verification (IDV) for KYC (FSAMAMAN)

Keywords

  • Practice management software
  • Tax compliance software
  • Cloud accounting platform
  • Audit workpapers software
  • AML compliance tools

Where CCH iFirm is headquartered

Location

Headquarters

HQ city
Sydney
HQ country
Australia
HQ region
Oceania

Markets served

CCH iFirm business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

  1. SaaS Subscription: CCH iFirm operates as a 100% cloud-based SaaS platform, generating recurring subscription revenue from accounting firms for access to its integrated suite of practice management, tax compliance, and research tools.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualEnterprise and mid-market subscription tiers for accounting firms

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

CCH iFirm product offering

Product offering

Core offering

CCH iFirm is a 100% cloud-based SaaS platform that provides integrated practice management, tax preparation and compliance, client accounting, audit workpapers, anti-money laundering, document management, digital signatures, client communication, and tax research capabilities for accounting firms. Built specifically by tax and accounting experts and delivered with ISO 27001-certified security, the platform is sold as an annual subscription with tailored onboarding by in-house consultants, primarily targeting small and mid-sized accounting firms across the Asia-Pacific region.

Product overview

CCH iFirm is a platform-plus-modules architecture offering an all-in-one cloud solution for accounting practice management, tax, client communications, and tax research. The core CCH iFirm platform integrates with complementary solutions including Xero, MYOB, ATOmate, SmartDocs, FeeSynergy, and APS Reckon. The product suite is organized into three main categories: (1) Firm Management modules including Practice Manager, AML, Analytics, Client Portal, Contacts, Document Vault, Intranet, and Signatures; (2) Compliance modules including Tax, CGT Reporter, Client Accounting, and Workpapers; and (3) Tax Research via CCH iFirm Tax News & Research connected to CCH iKnowConnect. Built by tax and accounting experts, the platform is trusted by firms globally with data protected to ISO 27001 standards.

Differentiator

Problem solved

Functional benefit

Brands

  • CCH iFirm Practice Manager: Practice management application for accounting firms
  • CCH iFirm Tax
  • CCH iFirm Workpapers
  • CCH iFirm Client Accounting
  • CCH iFirm AML
  • CCH iFirm Analytics
  • CCH iFirm Client Portal
  • CCH iFirm Document Vault
  • CCH iFirm Signatures
  • CCH iFirm CGT Reporter
  • CCH iFirm Contacts
  • CCH iFirm Intranet
  • CCH iFirm Tax News & Research

Products and services

  • CCH iFirm All-in-one cloud accounting practice management and compliance platform providing integrated practice management, tax preparation, client communication, document management, workpapers, AML compliance, analytics, digital signatures, CGT reporting, and tax research for accounting firms.
  • CCH iFirm Practice Manager

Quantifiable outcome

  • 13% business growth achieved through enhanced workflow management with CCH iFirm Practice Manager (AstuteMed)
  • +1 more outcomes

Companies that use CCH iFirm

Customer profile

Named customers5 records

Segments1 record

Ideal customer profiles1 record

CCH iFirm technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration6 records

Feature14 records

CCH iFirm partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core.

  • XerocoreTechnology or IntegrationXero is a pre-built integration partner with CCH iFirm, allowing seamless data exchange between CCH iFirm's practice management platform and Xero's cloud accounting software for accounting firms.
  • ATOmatecoreTechnology or IntegrationATOmate is integrated with CCH iFirm, providing automated tax office communication and compliance workflow capabilities for Australian accounting firms.
  • SmartDocscoreTechnology or IntegrationSmartDocs is integrated with CCH iFirm to provide document automation and template management within the practice management workflow.
  • FeeSynergycoreTechnology or IntegrationFeeSynergy is integrated with CCH iFirm to provide fee billing and practice revenue management capabilities.
  • MYOBcoreTechnology or IntegrationMYOB is a pre-built integration partner with CCH iFirm, enabling data connectivity between CCH iFirm's practice management tools and MYOB's accounting software solutions.
  • APS ReckoncoreTechnology or IntegrationAPS Reckon is integrated with CCH iFirm, providing additional accounting software interoperability for accounting firm workflows.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

CCH iFirm competitors and assessment

Company assessment

Direct peers

  • Karbon: Australia-based cloud practice management workflow software built specifically for accounting firms. Karbon is the most direct APAC competitor to CCH iFirm's Practice Manager and Workpapers modules, targeting the same SMB-to-mid-market accountant buyer with similar subscription-based GTM.
  • Practice Ignition: Australia/NZ-headquartered practice management and client engagement platform for accounting and bookkeeping firms. Competes head-to-head with CCH iFirm on workflow automation, client onboarding and proposal/fee management, with strong overlap in the AU/NZ SMB accounting segment.
  • TaxDome: Cloud-based practice management suite for accounting and tax firms combining CRM, workflow, document management, client portal and billing. Closely comparable to CCH iFirm's all-in-one positioning, with a PLG-led global acquisition motion.
  • Canopy: US-based practice management platform for accounting firms offering workflow, document management, client engagement and a client portal. Direct functional overlap with CCH iFirm Practice Manager, Client Portal and Workpapers modules.
  • Xero: New Zealand-headquartered cloud accounting platform whose Xero Practice Manager and broader ecosystem (Xero Tax, Xero Workpapers) compete directly with CCH iFirm's practice management, tax and integration value proposition across the same APAC accounting firm buyer base.
  • MYOB: Australia/NZ-headquartered cloud accounting and practice management software provider. MYOB Practice Solutions overlaps with CCH iFirm Practice Manager and Tax modules and is a deeply entrenched incumbent in the same APAC accounting firm segment.
  • Suralink: US-based practice management and workflow automation platform for accounting firms, with strong overlap in client engagement, document collection and audit/compliance workflows — closely aligned with CCH iFirm Workpapers and Client Portal.

Broad incumbents

  • Intuit QuickBooks: Global cloud accounting platform with QuickBooks Online Accountant and growing practice management capabilities. A broad incumbent whose accountant-facing suite competes with CCH iFirm on the same SMB and mid-market accounting firm workflows at a much larger scale.
  • Sage: Global provider of cloud accounting and practice management software (Sage Accounting, Sage Practice Management). A broad incumbent with deep accountant penetration, comparable in functionality but with a much wider portfolio than CCH iFirm's vertical focus.
  • Thomson Reuters: Global tax, accounting and legal professional information and software provider (UltraTax, Practice CS, Checkpoint). Direct Wolters Kluwer peer at the parent-company level, with overlapping tax compliance and practice management offerings for accounting firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

CCH iFirm social profiles

Digital presence

CCH iFirm compliance and trust

Trust signal

Compliance1 record

CCH iFirm financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CCH iFirm leadership team

Management profile

Number of profiles

CCH iFirm funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CCH iFirm M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CCH iFirm

What does CCH iFirm do?

CCH iFirm is a 100% cloud-based SaaS platform that provides integrated practice management, tax preparation and compliance, client accounting, audit workpapers, anti-money laundering, document management, digital signatures, client communication, and tax research capabilities for accounting firms. Built specifically by tax and accounting experts and delivered with ISO 27001-certified security, the platform is sold as an annual subscription with tailored onboarding by in-house consultants, primarily targeting small and mid-sized accounting firms across the Asia-Pacific region.

Is CCH iFirm a public or private company?

CCH iFirm is a private company. It is classified as corporate owned and is currently operating.

When was CCH iFirm founded?

CCH iFirm was founded in 2012. It employs 101 to 250 people.

Where is CCH iFirm based?

CCH iFirm is headquartered in Sydney, Australia, in the Oceania region.

How does CCH iFirm make money?

One revenue line is on record: saaS Subscription.

Who are CCH iFirm's main competitors?

Direct peers on record are Karbon, Practice Ignition, TaxDome, Canopy, Xero, MYOB and Suralink. Broad incumbents are Intuit QuickBooks, Sage and Thomson Reuters.

Does CCH iFirm have an API?

No public API is recorded for CCH iFirm.

What industry is CCH iFirm in?

CCH iFirm's product category is Accounting Practice Management Software. Its primary akta.pro industry code is HDABAHAI, Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC), with a secondary code of HDADAHAE, Continuous Controls Monitoring (CCM). Its NAICS code is 518 and its SIC code is 7372.

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