LIVE SYSTEMS
Keep accounting and tax control in CCH iFirm
- Keep client records in the existing system
- Retain the firm's tax and workflow controls
- Keep professional judgements with qualified staff
- Continue existing review and approval steps
CC
CCH iFirmAccounting and bookkeeping AI integration
Connect CCH iFirm to the rest of your work.
Bring approved CCH iFirm client and work context into documents, communication, review, and the AI tool the firm chooses.
Access confirmed before build. Start with one reviewed workflow.
Connect with
CCH iFirm, connected
Ask once. Check CCH iFirm and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved CCH iFirm records alongside Accounting and tax systems, ATO workflow, Microsoft 365, SharePoint or e-signing and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through CCH iFirm and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Client and job briefings across approved practice, tax and email records✓Tax and compliance readiness checks with missing-item drafts✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
CCH iFirmDoneOutlookDone
Xero Practice ManagerConnected
MYOB PracticeConnected
FYIConnectedNowInfinityConnected
Keep CCH iFirm
CCH iFirm stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace CCH iFirm or present native product features as Horizon features.
The rest of your approved stack
- Use approved CCH iFirm records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use CCH iFirm without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved CCH iFirm records and connected sources needed for that question.
Can we combine approved client, tax, document, and communication context into a review checklist?
CCH iFirm + Accounting and tax systemsCan we prepare a partner or manager brief from approved jobs, open actions, and review status?
CCH iFirm + ATO workflowCan we compare approved work requirements with available documents and prepare a targeted request?
CCH iFirm + Microsoft 365Can we route approved documents into the practice signing and storage workflow after professional review?
CCH iFirm + SharePoint or e-signingWhat is waiting in CCH iFirm because another system holds the missing context?
CCH iFirm + Microsoft 365Which next actions can be prepared from approved CCH iFirm records for a person to review?
CCH iFirm + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
Wolters Kluwer documents CCH iFirm Common and Tax API sets. Regional availability, licensing, exact modules, security scope, and client approval must be confirmed before build scope is agreed.
- 01 Confirm access. Confirm the approved CCH iFirm records, users, scopes, and connection path. Wolters Kluwer documents CCH iFirm Common and Tax API sets. Regional availability, licensing, exact modules, security scope, and client approval must be confirmed before build scope is agreed.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build CCH iFirm workflows alongside.
Common questions
CCH iFirm AI integration, answered.
Can Horizon connect CCH iFirm to our AI tools?
Potentially. Wolters Kluwer documents CCH iFirm Common and Tax API sets. Regional availability, licensing, exact modules, security scope, and client approval must be confirmed before build scope is agreed. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what CCH iFirm already does?
No. CCH iFirm remains responsible for the firm's accounting, tax, and practice records. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
CCH iFirm integration session
Show us what you want CCH iFirm connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 minutes with our Director. No sales rep, no follow-up.