CCH iFirm Taxprep Essentials - T3

CCH iFirm Taxprep Essentials T3 is perfect for all your clients’ personal tax needs, our cloud-based software allows you the flexibility to work anywhere at any time, always up to date, guaranteeing that your busy season is uninterrupted. Worried about backups? Your files are always backed in our Canadian data centers, without the need of additional IT service. Go further with our advanced tools that streamline your workflow and enhance productivity.

Want to see CCH iFirm Taxprep in action? Register for an upcoming demo to learn more.

What’s included in CCH iFirm Taxprep Essentials T3?

The Basics

• Unlimited returns and slips
• Seven taxation years supported (current taxation year + 6 previous taxation years)
• Efile – Show below as drop down
  • T3 RET
  • T1061
  • T3D
  • T3GR
  • T3M
  • T3P
  • T3RCA
  • T3RI
  • T3S
  • T3 slip (CRA Internet file transfer – XML)
  • NR4 (CRA Internet file transfer – XML)
  • RL-16 (RQ Internet file transfer – XML)

TP-646 is sold separately. Learn more about CCH iFirm Taxprep Essentials T3/TP-646

Powerful Forms

• The import slip feature saves time and reduces input errors
• Autotax: In addition to allowing you to complete the T4 and RL-1 slips, the automobile benefit calculation screen allows you to make calculation scenarios throughout the year
• Beneficiary summaries – allows to quickly generate a form that lists all the beneficiaries identified by the software through the various allocation methods

Why Choose CCH iFirm Taxprep Essentials for tax preparation?

CCH iFirm Taxprep Essentials is a fully bilingual solution. All modules offer:

• User-Friendly Interface: The intuitive interface simplifies the tax preparation process and allows for easy, logical navigation. See it in action.
• Automatic Updates: Updates are pushed automatically so you have the latest features and updates without needing to manually download new versions.
• Enhanced Data Security: CCH iFirm® employs measures to ensure SOC2, SSAW16, ISO 27002 and ISO 27018 data compliance and maintains two geographically diverse Canadian data centres to host its services.
• Easy onboarding and access to help: With self-guided DIY training, free training webinars, supplemental paid training and free knowledge base and support portal help, you can get started quickly and efficiently.
• Scalability: As your firm grows, you have the flexibility to upgrade to CCH iFirm Taxprep Advanced or Pro packages. If you need help determining the right package, please click here to have a consultant follow up.

What our clients say:

<<Because of the way CCH iFirm Taxprep Essentials works, we can all access one system, and we can all see the status of every return. This has increased our efficiency to an amazing extent, and we have revamped our workflow so that we are now more efficient than ever. CCH iFirm Taxprep Essentials has sped us up a lot. We are able to get a file in and out of the office much faster. Switching to CCH iFirm Taxprep Essentials was one of the best decisions we’ve ever made for our business.>>

Maureen Aquila

Branch Manager, Investia Financial Services Inc.