Getting Started with CCH iFirm Personal Tax
The CCH iFirm Personal Tax process
Setting up CCH iFirm Personal Tax users in Organisation Management
All employees who require access to CCH iFirm Persoanal Tax must first be invited by your Organisation's CCH iFirm admin user via organisation managment using the same email address recorded against the employee record in CCH Central. If you require more information about how Organisation Management works in CCH iFirm, please click here above hyperlink.
Important Note: the employee email address must not contain a space between the first and last name.
Assuming you are already in the Home screen of CCH iFirm then Organisation Management can also be accessed from [Manage my Organisation] button below under My Services
The overview section in left hand panel should now be highlighted and either the existing members box or inviting new members can be selected.
If following screen displays click [Start Walkthrough]
Having selected a member you can choose the grant or revoke access to products
If a new member is being set up their details will need to be entered and you will need to decide whether their role is regular member or administrator.
Then select the [Product Access] button and mark which products they are being given access to.
The [Invite Message] shows the message the new member will receive by email
The products section will show the logged in user which products they are subscribed to.
Once a user is subscribed to CCH iFirm Personal Tax via organisation management, they also need to be given the correct access for CCH iFirm Personal Tax in CCH Central.
Setting up users to access CCH iFirm Personal Tax in CCH Central
Important!
Ensure that the 'CCH iFirm Console' service is running before migrating data to CCH iFirm. The CCH iFirm console allows firms to authenticate and monitor the syncing of edited Contact and Client records from CCH Central to CCH iFirm.
Users must have CCH Central 2025.1 Service Pack or later and .Net 8 runtime
These applications are essential for CCH iFirm and must be installed on the SQL Server and all Workstationswhere CCH Central is run from.
There are 3 files which need to be installed:
.NET Runtime
ASP.NET Core
WebView2 Runtime
We always recommend using the latest version of the Central Suite Installer (CSI) and any corresponding Service Packs to remain up-to-date with the latest functionality.
Click here for full .NET 6, .ASP and WebView2 Runtime installation instructions.
Enable the CCH iFirm Personal Tax launch button
First you will have to login to CCH Central as a superuser.
Navigate to File > Maintenance > Security > Task permissions. Here, choose CCH Personal Tax as the product and then chose a group that you would like to have access to CCH iFirm Personal Tax. Search 'launchifirmpt' and tick for Clients and click 'OK'.
