CCH iFirm

CCH iFirm

Wolters Kluwer
Ledgersync

Ledgersync

LedgerSync
+
+

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About

Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.

About

Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Audience

Companies searching for a complete Accounting Practice Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$12.47
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wolters Kluwer
Founded: 1987
Netherlands
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Company Information

LedgerSync
United States
www.ledgersync.com

Alternatives

Alternatives

Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
Lacerte

Lacerte

Intuit
DT Practice

DT Practice

Thomson Reuters
DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

8am CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Virtual Cabinet
Xero

Integrations

8am CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Virtual Cabinet
Xero
Claim CCH iFirm and update features and information
Claim CCH iFirm and update features and information
Claim Ledgersync and update features and information
Claim Ledgersync and update features and information