List of Wolters Kluwer CCH iFirm Customers
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Since 2010, our global team of researchers has been studying Wolters Kluwer CCH iFirm customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wolters Kluwer CCH iFirm for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wolters Kluwer CCH iFirm for Legal Practice Management include: RCB Wealth Advisors Australia, a Australia based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Herkess & Partners Australia, a Australia based Professional Services organisation with 15 employees and revenues of $2.0 million, Inspired Accountants New Zealand, a New Zealand based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Wolters Kluwer CCH iFirm, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Herkess & Partners Australia | Professional Services | 15 | $2M | Australia | Wolters Kluwer | Wolters Kluwer CCH iFirm | Legal Practice Management | 2021 | n/a | In 2021, Herkess & Partners Australia implemented Wolters Kluwer CCH iFirm as its Legal Practice Management platform, adopting a 100% cloud accounting practice model. The Sydney professional services firm moved from MYOB AE to CCH iFirm to centralize finance, client accounting and document workflows across the practice, shifting core operations to a cloud-hosted deployment structure. The firm deployed integrated Wolters Kluwer CCH iFirm modules including Practice Manager, Client Accounting and Document Vault, configuring role-based workflows for client billing, trust accounting and document control. Module-level integration unified client financials with document retention and workflow orchestration, and streamlined vendor management processes. Governance and process changes established centralized document policies and cloud accounting procedures to support staff workflows. Reported outcomes from the Wolters Kluwer CCH iFirm implementation include improved efficiency, easier vendor management and the ability to increase pricing across clients. | |
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Inspired Accountants New Zealand | Professional Services | 10 | $1M | New Zealand | Wolters Kluwer | Wolters Kluwer CCH iFirm | Legal Practice Management | 2014 | n/a | In 2014 Inspired Accountants New Zealand implemented Wolters Kluwer CCH iFirm to run a virtual accounting practice and improve finance and workflow outcomes in New Zealand, using the application as a Legal Practice Management platform. The deployment focused on modular adoption of Practice Manager, Client Portal, Tax and Intranet modules within CCH iFirm to centralize client engagement, tax processing and capacity planning for a small Auckland firm. Inspired Accountants configured Wolters Kluwer CCH iFirm modules to support core business functions, including practice management workflows, client-facing portal access and tax return orchestration, with capacity planning used to balance workloads across the virtual team. The firm reports approximately 80% practice automation through CCH iFirm and states that automation helped double practice revenues, reflecting a governance shift toward system-driven workflows and centralized practice controls under the Legal Practice Management application. | |
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RCB Wealth Advisors Australia | Banking and Financial Services | 10 | $2M | Australia | Wolters Kluwer | Wolters Kluwer CCH iFirm | Legal Practice Management | 2016 | n/a | In 2016, RCB Wealth Advisors Australia implemented Wolters Kluwer CCH iFirm to centralize practice management, tax and client accounting workflows and to improve finance and client communications across the firm. Wolters Kluwer CCH iFirm is deployed as a Legal Practice Management solution to unify operational controls for a small advisory firm operating in Australia with approximately 10 employees, positioning the application as the core system for client and financial processes. The implementation included the Practice Manager, Client Accounting, Tax, Client Portal and Signatures modules within Wolters Kluwer CCH iFirm. Practice Manager was configured to manage matter workflows, task automation and scheduling, Client Accounting to handle ledger, billing and trust-related accounting workflows, Tax to manage tax lodgement workflows, and Client Portal and Signatures to support client engagement and secure document execution. Configurations reflect common Legal Practice Management capabilities such as workflow orchestration, document lifecycle management and centralized client communications. Operational coverage focused on finance, tax and client services across the firm, with the Client Portal serving as the primary client-facing channel for statements and document exchange. The deployment consolidated practice data and task management into a single application, reducing reliance on dispersed spreadsheets and point tools. The Wolters Kluwer CCH iFirm implementation therefore served as the central practice management and client accounting system for RCB Wealth Advisors Australia. Governance adjustments emphasized standardized workflows and role based access controls within Wolters Kluwer CCH iFirm to ensure consistent client communications and financial process control. Rollout prioritized alignment of tax and accounting processes with client engagement workflows, embedding signature capture and portal access into routine client interactions. The firm identifies improved workflow management and client engagement as primary objectives achieved through the CCH iFirm deployment. |
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