See and manage all client documents for any job.

CCH iFirm
Increased workflow efficiency
Save your client files permanently at the contact level or save them directly in specific jobs within CCH iFirm. Spend more time delivering value to your clients  and less time managing your practice.
CCH iFirm

Have peace of mind

We know keeping your client data secure and backed up is important for your firm. In CCH iFirm all documents and data are securely stored and backed up. Save the cost of storing data and maintaining your on-premises solution.
CCH iFirm

Keep track of your emails

Save your client emails and attachments on CCH iFirm Documents. Store and share emails with your colleagues at any time for increased efficiency and collaboration.

Key Features:

  • Save documents within the contact, or within a specific job using CCH iFirm Jobs and Billing
  • Share critical documents through CCH iFirm Portal to your clients, creating a seamless experience for them and you
  • Use the search capability to quickly find documents and folders
  • Start managing the versioning of documents and recover from mistakes with previous versions
  • Control document access to read, edit, or delete with user permissions

Better manage your practice and boost your productivity with the CCH iFirm ecosystem

Request a Demonstration