CCH iFirm API
CCH iFirm is Wolters Kluwer’s cloud suite for accounting firms to manage clients, engagements, time & billing, workflow, and document sharing. An unofficial API lets you programmatically pull client lists, engagement/jobs, tasks, timesheets, WIP and invoices, and documents—and push ne
What is CCH iFirm?
CCH iFirm is a cloud platform for accounting and advisory practices that centralizes client management, engagements/jobs, time & billing, workflow, and document/portal collaboration. Firms use CCH iFirm to track compliance obligations and service delivery (e.g., audits, tax returns, BAS/VAT, financial statements), manage staff assignments and due dates, capture timesheets and WIP, issue invoices and collect payments, and exchange documents securely with clients.
Core product areas include:
- Practice Management (Clients, Groups, Jobs/Engagements, Workflow, Tasks, Assignments, Due Dates)
- Time & Billing (Timesheets, WIP, Fees, Disbursements, Invoices, Payments)
- Document & Portal (Document Storage, Foldering, Client Portal, Sharing/Approvals)
- Compliance & Lodgement (Milestones, Checklists, Periods, Statutory Deadlines)
- CRM & Contacts (Client Profiles, Primary Contacts, Communication Preferences)
Common data entities:
- Firms, Users, Roles/Permissions
- Clients and Groups (entities, relationships, tax/registration numbers)
- Contacts (primary, billing)
- Jobs/Engagements (type, period, status, due dates)
- Workflow Tasks and Checklists (assignees, stages, approvals)
- Timesheets/Activities (date, hours, billable, cost codes)
- WIP and Billing (fees, disbursements, write-ups/downs)
- Invoices and Payments (line items, taxes, status)
- Documents and Portal Artifacts (folders, tags, sharing state)
The CCH iFirm Integration Challenge
Accounting practices rely on CCH iFirm daily, but turning portal-based workflows into API-driven automation is non-trivial:
- Role-aware access: Partners, staff, and clients each see different data, scopes, and approval states
- Financial rigor: WIP, invoices, taxes, and write-ups/downs require precise, auditable handling
- Workflow-oriented UI: Jobs, tasks, and checklists are optimized for front-end flows
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Data spread: Key objects span clients, jobs, tasks, time, billing, and documents with context in multiple views
How Supergood Creates CCH iFirm APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your CCH iFirm tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened CCH iFirm adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as CCH iFirm evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Clients
/clientsList clients with filters and summary details.
Jobs/Engagements
/clients/{clientId}/jobsCreate a job (engagement) with type, period, budget, and assignments.
Workflow Tasks
/jobs/{jobId}/tasks/{taskId}Update task status, assignee, due date, and checklist progress.
Documents & Portal
/clients/{clientId}/documentsUpload a document with classification, tagging, and portal visibility.
Use Cases
Client & Engagement Data Sync
- Mirror clients, contacts, and groups into your internal systems - Keep engagement/job metadata current for compliance dashboards and audit planning - Normalize identifiers (client codes, tax numbers) across multi-entity operations
Workflow & Evidence Automation
- Create jobs and task structures from your compliance templates - Trigger approvals/sign-offs and track status transitions - Attach evidence files, map them to tasks, and surface reviewer checks
Time & Billing Reconciliation
- Pull timesheets and WIP to reconcile with your financial systems - Generate invoices from engagement progress and push back to CCH iFirm - Monitor write-ups/downs and billable utilization for risk and performance reporting
Document & Portal Management
- Upload policy/KYC documents and audit evidence directly to client folders - Control portal visibility and tags for downstream discovery - Streamline retention policies and audit trails for document handling
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of clients, jobs, tasks, timesheets, billing, and documents
Security
Encrypted transport, scoped tokens, and audit logging; respects CCH iFirm role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., approvals, due date changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume client/job sync and document/task processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Practice Management (Clients, Groups, Jobs/Engagements, Workflow/Tasks), Time & Billing (Timesheets, WIP, Invoices, Payments), and Document/Portal, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize WIP, invoices, fees/disbursements, and billable hours to match your ERP/accounting schema and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with QuickBooks and Xero.
Yes. We support downloading approval artifacts and uploading attachments via signed uploads, with checksum validation and time-limited URLs. Portal visibility, retention policies, and tagging are modeled explicitly in our normalized responses.