CCH iFirm Portal

Format: Software
Product ID: 000000000010096333|000000000010096334
A robust practice management solution that will allow you to interact with clients easily and securely - from document sharing to sending invoices online.

As low as $798.00

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).

Need more information on CCH iFirm® Portal and how it can help your firm? Talk to one of our experts today.

More Information
Product Type CCH iFirm
Format Software