CCH iFirm - General

This panel groups the integration options of CCH iFirm and its different functionalities.

CCH iFirm site

Address

Allows you to input your firm's CCH iFirm site address. This address is required to use the integration functionalities.

Creating links

Prompt to link to a CCH iFirm contact

Allows you to display a diagnostic when opening a return to prompt you to link the taxpayer with a CCH iFirm contact.

Select the field to use to search for a CCH iFirm contact

Allows you to select the field to use during the search and the creation of a CCH iFirm contact.

Transfer the account number when synchronizing data

Allows you to synchronize the account number of a trust with that of a linked CCH iFirm contact.

Verify if there is data to synchronize when opening a client file

Allows you to verify the CCH iFirm contact's data when opening a client file in order for Taxprep for Trusts to inform you if the CCH iFirm contact's and the Taxprep for Trusts taxpayer's data no longer correspond. You can disable this option if you notice a slowdown when opening your client files.