The easiest way to work
CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use app will support a postitive client experience and the building of client relationships.
Intelligent integration
CCH iFirm Client Portal is fully integrated with Practice Manager, Document Vault and Paper Buster. Client data is automatically synchronised across all software in your practice.
First-class encryption
For your peace of mind, CCH iFirm Client Portal is SO27001 certified which means that best-in-class data security standards are followed to achieve, maintain and prove data compliance and encryption. This ensures that whatever you’re sending, sharing or communicating, you can be confident that no one else is intercepting or viewing your material.
CCH iFirm Practice Manager allows the firm to prioritise and better manage the jobs at hand. The firm now has clear insights into capacity planning, the productivity levels of each member of the team and monitoring our efficiency levels is very easy with the customisable dashboard.
We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
With CCH iFirm we now have total visibility of the performance of the business and how we are tracking, virtually in real-time. This greater confidence we have in our data is a whole new world for us and one that we now see everyday. We have enhanced the management of our jobs and budgets, prioritised invoicing as an ongoing activity and revenue source and introduced clear visibility and efficient processes to debtors management.
By implementing CCH iFirm we have met – and doubled – our goals this year. We have the ability to discuss the bigger issues with our clients and this value add is what they want.
We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration CCH iFirm was the compelling mix we were looking for.
This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes.
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