ONLINE SOFTWARE FOR ACCOUNTING FIRMS
CONNECT WITH YOUR COLLEAGUES.
Share company news, policies, procedures, standard documents and reports.
Import all current documents - everything from tax opinions to newsletters - into one searchable database.
Quickly edit the master document when required, which then becomes available to all team members.
Systemise your firm with a practice manual and standard documents that are stored online.
Get easy access to content from your preferred supplier that updates automatically.
Standard procedures, templates and training manuals are easily accessible to all staff - freeing up time spent 'showing the ropes'.
Quickly personalise letters to clients by merging with their contact details in iFirm.
Your firm logos and font preferences are automatically applied.
Use the company blog to quickly update all staff on the latest news, announcements and events relevant to your firm.
Create staff profiles and other information pages that contain content of interest to your staff.
