CCH iFirm Portal

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.