CCH iFirm API
Real OAuth 2.0 REST APIs exist in two families, Tax and Common (contacts, users, security), with Swagger documentation. Everything is gated to your own iFirm instance: the Swagger UI requires the API-Administration role, and there is no public portal, open signup, or SDKs.
Frequently asked questions
CCH iFirm scores C on the API Report Card. Real OAuth 2.0 REST APIs exist in two families, Tax and Common (contacts, users, security), with Swagger documentation. Everything is gated to your own iFirm instance: the Swagger UI requires the API-Administration role, and there is no public portal, open signup, or SDKs.
CCH iFirm has an official API, but teams routinely hit its limits: gated access, partial coverage, or paid tiers. Most end up supplementing it with exports or an unofficial API layer like Supergood.
CCH iFirm (Wolters Kluwer) is a cloud-based accounting/tax practice-management ecosystem built around a centralized client database. Modules cover contacts/CRM, practice management, document management, client portal, and tax preparation (iFirm Taxprep). It serves accounting and tax firms.
Accounting / Tax / Audit, Typically for accounting and tax practices managing clients, documents, workflow, and tax prep. Firms manage client records, run practice workflows and billing, store and share documents via client portals, and prepare/file tax returns through iFirm Taxprep.
Part of Wolters Kluwer's large CCH portfolio, widely used across Canada, UK, APAC, and beyond; enterprise-grade vendor with broad accounting-profession footprint.
Yes, Holds the firm's client database, documents, practice/billing records, and tax-return data, critical system-of-record data trapped behind a login.
Mature Wolters Kluwer product line; cloud-based but reflects legacy enterprise CCH lineage. Actively maintained with ongoing API additions.
Swagger/API access gated by per-site admin role. API key/setup tied to your instance; no open signup. Full sourced list under Sources below.
Common alternatives include Thomson Reuters (Onvio/CS), Intuit ProConnect/Lacerte, Karbon, Xero Practice Manager, TaxCycle. Graded alternatives appear under "More from the report card" below.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.
Yes. Supergood maintains an unofficial CCH iFirm API and MCP server so AI agents and internal tools can read and write CCH iFirm data. See the CCH iFirm integration docs at supergood.ai/docs/cch-ifirm-api.