CCH iFirm Taxprep Advanced - T1 & TP1

CCH iFirm Taxprep Advanced – T1 & TP1 is the leading cloud-based personal tax preparation software for growing firms that prepare both federal T1 and Quebec TP1 returns. Take advantage of:

• Unlimited T1 and TP1 returns with an industry-leading eFiling acceptance rate
• Automatic roll-forward for seamless year-to-year continuity
• Support for seven taxation years ((current taxation year + 6 previous taxation years)
• Team collaboration and review tracking built directly into your workflow
• CRA Autofill My Return (AFR) and Express NOA (ENOA) functionality
•  Full bilingual capabilities
• And more!

CCH iFirm Taxprep Advanced is ideal for firms that require support for multiple preparers and need enhanced workflow efficiency and customization options beyond those offered in CCH iFirm Taxprep Essentials.

Want a closer look?  Sign up for a demo. 

Note: If you only require coverage for T1 returns, explore CCH iFirm Taxprep Advanced T1. 

Enhanced capabilities for growing firms

CCH iFirm Taxprep Advanced T1 & TP1 includes every feature in CCH iFirm Taxprep Essentials T1 & TP1, plus the following powerful 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. 

Get the advantages of cloud-based tax preparation and security

Like every CCH iFirm® solution, CCH iFirm Taxprep Advanced is fully cloud-based, giving your firm the flexibility to work from anywhere, at any time.

All data is maintained in two geographically diverse 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.