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CCH Software User Documentation

Accepting an bulk Invitation Link

 

Follow this process to accept a bulk invitation to join your CCH iFirm Organisation.

Invitation link

You will receive a link to join your CCH iFirm Organisation by email. The email will be from your Organisation administrator and may be sent to a number of your colleagues.

Wolters Kluwer Account

NOTE: Use of CCH iFirm requires a Wolters Kluwer Account, our identity management system. The Wolters Kluwer Account provides a single source of login to the various online applications and services provided by Wolters Kluwer Tax and Accounting UK.

Existing account

If you already have an existing Wolters Kluwer Account login for one of our other cloud applications (e.g. CCH OneClick, finsit, or the Wolters Kluwer Support Portal) use those login credentials to accept this invitation.

Click Login and type in your email, click 'Continue' and type in your password and Login.

 

New account

If you do not have an existing Wolters Kluwer Account, click 'Create Account' on the Login page.

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  1. Complete the account details, your 'First name *', 'Last name *' and 'Email *'.
  2. Complete the 'Password *' and 'Confirm password *' fields, tick the box to accept the terms of use, and tick the 'I'm not a robot' box. 
  3. Click 'Register' when all fields are complete.

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The Email verfication page will be displayed.

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Email verification

Check your inbox for an email from noreply@wolterskluwercloud.com with a link for you to verify your email address.

  1. Once you have recieved the email click the 'Activate Now!' text.
  2. Your account is now active. You can set up multi-factor authentication for an additional layer of login security on your account. Select your authentication method or click Skip for now according to your preference.

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For more information on setting up multi-factor authentication for your account, please refer to the Use a Wolters Kluwer Account page.

The Join request confirmation page is displayed. You will receive an email when an administrator approves or rejects it.

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To continue, follow the Request accepted section below.

Warning messages

  1. If you click the 'Activate now!' link in a verification email a further time, you will receive a message that your email address is already validated.
  2. If you are already a Member of the CCH iFirm Organisation and you click the Join request link email a further time, you will receive a message that you are already a Member of the Organisation.

Request accepted

When your CCH iFirm Organisation administrator reviews your request to join, you will receive an email notification.

If your request is accepted you will receive an email letting you know it's been approved and that you now have access to iFirm.

Request Rejected

If your request is rejected you will receive an email letting you know it's been rejected and you will not be able to access iFirm.

 

 

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