A robust practice management solution that will allow you to interact with clients easily and securely - from document sharing to sending invoices online.
With CCH iFirm® Portal, you can streamline your client communication by securely sharing your documents online and enhance the efficiency of your day to day dealings. As part of the CCH iFirm® ecosystem, this cloud-based software is designed to equip tax and accounting practitioners with the tools to integrate and monitor all facets of their practice.
Features & Benefits
Boosts turnaround times and streamlines workflow by providing online access to documents, data, and reports.
File exchanges for all types and up to 1GB in size, including Trial Balances.
Document transfer and storage is secure, with state‑of‑the art encryption. Data is hosted in Canada.
Clients can reference documents on demand, without the need to contact your office for assistance.
You always know when your client receives and accesses documents.
Instant document retrieval with authorization so your staff can work from anywhere, at any time.
Reduced costs on printing, copying, and document delivery.
Integrations with our tax preparation solutions, Taxprep and CCH iFirm® Taxprep, provide secure and convenient access for your clients on their tax returns and information.
Clients can digitally sign their documents with CCH iFirm Digital Signature (sold separately).