Gone are the days of non-secure file sharing through email, courier or Australia Post. The secure handling of client documents and information is both a professional and legal obligation.

 

CCH Signatures helps redefine your customer experience – providing fast, secure and app-free access for your clients. One-click digital signing helps eliminate back-end bottlenecks.

Why CCH Signatures?

Simplify operations and processing

CCH Signatures also handles e-delivery and JIT print. This flexibility helps you simplify your operation, and your exception processing, while you keep your customers happy.

When you have to be right

In today's heavily regulated marketplace, we ensure our customers documents are managed in a secure and compliant manner. Your clients can be reassured that their personal information stays personal.

Keep the ball rolling anywhere, any time

Wolters Kluwer CCH Signatures is designed to be mobile-first which means there is no app to download. This makes it quick and easy to use for your clients. A signature can be executed in 20 seconds.

After receiving an email notification, clients will follow simple instructions that guide them through the signing process. As soon as the documents are signed you will be notified.

Execute with total confidence

Ensure fewer client errors. Configure templates with signature tags for common documents so you won’t have to manually do this for each document. CCH Signatures makes it 100% clear where the client needs to sign and date each document.

Safe and secure integration

CCH Signatures can be used as a standalone product and it is also integrated with the CCH iFirm Portal.

Clients can now sign authorised tax forms, engagement letters, or other type of documents with their existing access to CCH iFirm Portal as this feature is also now fully integrated between CCH iFirm Portal and CCH iFirm Tax. You can publish documents or forms that require your customer’s digital signature in a single click. To streamline your signature process, a built-in tag is integrated to the forms to indicate where the digital signature must be affixed.

Use CCH iFirm Portal to share documents and receive signatures from your clients within the same secure interface.

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.
Tyler Wise
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.
Brian Bramble
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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.
Scott Mackenzie
Our initial enquiry response was very quick and the requirements were understood in an easy and professional manner. The next stage of implementation was also great. Support was provided all the way through to going Live
Raj Rana
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.
Tracey Kiely
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.
Phil Marendaz
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Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes.
Craig Weston