Hi Claire,
Our was an early adopter of iFirm, and have since transitioned our tax software entirely to its platform (T1, T2, T3, Forms). While there is a bit of a UI learning curve versus desktop, we found it to be relatively painless after a year of transitioning. The broader efficiencies through linkages, e-signatures, letter tailoring, and auto-publishing to the portal have helped streamline our practice significantly. The easiest way to learn was to use the software, and learn through the user guides only if and when you encounter an issue, rather than the other way around.
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Gus Patel
Mortimer Kostioutchenko Patel Chartered Professional Accountants LLP
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Original Message:
Sent: 10-15-2025 15:23
From: Claire Bougie
Subject: CCH IFirm Taxprep T1 what do you think about this tax software ?
Hi,.
The knowledge base of CCH IFirm is good but it takes a lot of time to search by subject, general section that applies to all T1, T2 T3 and then the specific Taxprep T1,T2 or T3 and this does give a complete picture of the software and it`s capabilities it is one topic at a time if the correct word is entered.
I requested that they create a PDF User Guide with chapters and all the sections. A Guide greatly detailled and that covers all of Taxprep and its platform MECE Mutually exclusif, complete and exhaustive.
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Claire Bougie
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