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CCH iFirm Trial Balance

A trial balance program with workflow management features.
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Welcome to a new trial balance experience. Whether you’re working with just period-ending balances or detailed client transactions, CCH iFirm Trial Balance makes it easy to import or input your data, make corrections and adjustments, and quickly produce your desired result: whether that be professional financial statements or an accurate income tax return.

This powerful financial tool is built on top of a robust contact database, providing you more than just a trial balance program: track customer interactions, create custom client data fields to better manage how you service your clients, set reminders for you or your staff to follow up with client, or just leave internal notes for your firm to be mindful of. All in a system that is available to you anywhere you want to use it.

Key Features

  • Working Trial Balance View - work with the client data any way you want. Drill down into an account simply by clicking on it. CCH iFirm gives you the flexibility to sort and filter the client data to see exactly what you’re looking for.
  • Data Input - CCH iFirm makes it easy to get your client data into the system through various imports and intuitive data input grids making “heads-down” data input a reality, even in a cloud application.
  • Financial Statements - Create detailed, in-depth financial reports, with one click.
  • Contact Database - Using dynamic data fields and our customizable notes utility, our advanced Contact Manager lets you track and report virtually any client information you need. Even track interactions with prospective clients and categorize them as leads or prospects.

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