CCH iFirm reporting for accounting firms
Extend the visibility of your CCH iFirm practice data.
Practice Clarity turns available CCH iFirm and approved practice data into a connected Power BI reporting layer helping your firm understand productivity, WIP, billings, recoverability and debtors in one consistent view.
Reporting availability depends on your CCH iFirm products, configuration, permissions, accessible data and agreed scope.
Connected practice reporting
See the performance story behind the practice data.
CCH iFirm supports important practice-management processes. Practice Clarity provides an additional reporting layer that can bring available information together with other approved data for consistent, firm-wide analysis.
One reporting model
Review core practice measures consistently across partners, managers, teams, clients and service areas.
Earlier warning signs
Surface missed timesheets, ageing WIP and performance issues before they become month-end surprises.
Connected systems
Assess whether approved information from CCH iFirm and other systems can contribute to one reporting environment.
Drill-through answers
Move from a firm-wide result into the people, jobs, clients and transactions contributing to it.
Purpose-built reporting
Follow performance from time entered to cash collected.
Practice Clarity connects the core management-reporting areas of an accounting firm within one interactive Power BI reporting suite.
Timesheet compliance
Identify completed, missing or incomplete time entries before they affect downstream reporting.
Improve reporting completeness →Productivity
Compare available, productive and chargeable hours across teams, managers and individual staff members.
Turn concerns into evidence →Work in progress
Review current and aged WIP by client, partner, manager, employee, job and service area.
Surface ageing WIP earlier →Billings and recovery
Review invoicing, write-offs and recoverability across the people and clients responsible for the result.
See where margin is leaking →Debtors
Separate overdue balances from upcoming amounts and prioritise collection activity more effectively.
Make collections proactive →Module availability depends on the CCH iFirm products your firm uses, configuration, accessible information and agreed implementation scope.
Role-based visibility
Give every level of the firm the right view.
Practice Clarity can provide firm-wide reporting and detailed operational analysis while applying appropriate access to the underlying information.
Firm-wide
Monitor overall productivity, WIP, billing, recovery and debtor performance across the practice.
Partners
Review relevant portfolios, client groups, managers, staff and service areas within a consistent model.
Managers
Identify operational issues affecting the clients, jobs and team members within their area.
Team members
Provide focused visibility into individual activity and measures relevant to each person’s role.
Implementation
Built around your reporting requirements.
We confirm the information available to your firm, agree on the reporting scope and configure the reporting environment around your structure, users and priorities.
Confirm requirements
Identify your reporting questions, priorities, users and the measures your firm needs to understand.
Assess the data
Review the relevant CCH iFirm products, configuration, accessible information and any approved supplementary sources.
Build the model
Clean, structure and organise the approved information within a secure Microsoft reporting environment.
Configure and embed
Configure reporting views, apply access controls, train users and incorporate reporting into management routines.
Practice Clarity does not replace CCH iFirm. Your team continues using its existing software while Practice Clarity provides an additional reporting layer around available and approved data.
Frequently asked questions
CCH iFirm reporting questions.
Does Practice Clarity replace CCH iFirm?
No. Your firm continues using CCH iFirm for its existing practice processes. Practice Clarity provides an additional Power BI reporting layer around available and approved data.
Is every CCH iFirm field automatically available?
Not necessarily. Available reporting depends on the CCH iFirm products your firm uses, its configuration, permissions, accessible information and the agreed reporting scope.
Can information from other systems be included?
Potentially. We can assess whether approved information from CCH iFirm and other practice systems can be included within a connected reporting model.
Can partners and managers receive different reporting views?
Yes. Reporting can be configured with role-appropriate views and access controls so each user sees information relevant to their responsibilities.
How do we confirm what reporting is possible?
Start with a reporting review. We will discuss your priorities, assess the available information and confirm suitable reporting and implementation options.
Explore your reporting potential
What could clearer CCH iFirm reporting show your firm?
Book a reporting review to discuss your CCH iFirm environment, reporting priorities and the information your partners and managers need to see.