Empower your growing practice with CCH iFirm Taxprep Advanced – T1 for personal tax return preparation. Take advantage of multi-user workflows, custom diagnostics, and more.
As your firm grows, CCH iFirm Taxprep Advanced T1 provides you the flexibility to scale without compromising accuracy or efficiency. Take advantage of:
Unlimited T1 returns with an industry-leading eFiling acceptance rate
Automatic roll-forward for seamless year-to-year continuity
Team collaboration and review tracking built directly into your workflow
And more!
CCH iFirm Taxprep Advanced is ideal for firms that need to support multiple preparers and need enhanced workflow efficiency and customization options beyond the features offered in CCH iFirm Taxprep Essentials.
CCH iFirm Taxprep Advanced T1 includes every feature in CCH iFirm Taxprep Essentials T1 plus the following enhanced capabilities:
Multiple preparer profiles: Create customized preparer profiles with default settings for returns, forms, letters, and billing.
Consolidated data review: Access your firm’s return data in an aggregate view and increase your productivity when entering and verifying data.
Planner mode: This powerful planning tool allows you to evaluate the tax situation of your clients for the coming year.
Custom filters and diagnostics: Custom filters allow you to search for tax returns based on user-defined specific conditions, while custom diagnostics enable you to create your own diagnostics to reflect your firm’s internal review rules.
Printing and publishing in bulk: This feature enables users to print or publish multiple returns, forms, or documents at once, streamlining the workflow for workloads involving numerous items.
Take advantage of powerful cloud-based tax preparation and security
Like every CCH iFirm® solution, CCH iFirm Taxprep Advanced is entirely in the cloud, giving you and your team the flexibility to work from anywhere, at any time.
All data is hosted in Canadian data centres and protected under SOC 2 Type II and ISO 27002/27018 standards.
Automatic updates minimize downtime and ensure you remain compliant with the latest CRA changes.