2025 Asia Pacific Stevie Award Gold
CCH iFirm Wins Gold
2025 Asia Pacific Stevie Award for Innovation in Digital Transformation
Golden Bridge Gold Badge
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
2025 Globee Awards Silver Winner - Innovation
CCH iFirm Wins Silver
2025 Golden Bridge Award in the Product Development Project or Initiative of the Year category
Logo of 2025 Stevie Winner International Business Awards Bronze.
CCH iFirm Wins Bronze
2025 International Business Award in Financial Management Solutions

Fast, secure electronic document signing on a range of devices

Connect with your clients easily and securely, wherever they may be located — online, in your office, or in their own home.
Video Thumbnail - CCH iFirm Client Portal & Signatures

CCH iFirm Client Portal and Signatures provide a fast, secure and cost-effective way of completing your document approval processes with clients. Enjoy a simpler and more fluid workflow by using the software together with other integrated CCH iFirm tools to make it just a few clicks to get tax returns or other documents sent, signed and saved securely online.

Sign anytime, anywhere on any device

In the post-pandemic landscape, most firms are now meeting clients virtually, so it’s more important than ever to be able to offer a digital signature solution for your clients.

Manage multiple documents and signatories with ease

With unlimited documents and recipients you can send multiple documents for multiple signatories in the one envelope with a set signing order. Avoid unnecessary double handling and execute complex signing requirements with ease.

Save time and money

Using the CCH iFirm Signatures digital signatures tools helps you to speed up the document signing process by up 86% compared to standard postage, while also reducing the cost related to manual postage. Using CCH iFirm Signatures also provides complete transparency in usage and billing; allowing firms to bill back the cost to their clients as needed.

Secure and compliant

In today’s heavily regulated financial marketplaces, we ensure our clients documents are managed in a secure, compliant manner, that has been approved by ATO, ASIC, NZCO and IRD. We take a rigorous approach to user identity management and user authentication. Both of which are critical in any business e-signature solution.

Envelope tracking

Real-time tracking on your envelope once you send it out, so you can keep track of the signing status.

Simpler workflow

Integrating with CCH iFirm practice management and compliance apps, means a simpler, more streamlined workflow for sharing documents with clients for signing.
Request a Demo
Request a Demo
CCH iFirm: delivering value to our customers

15%

workload added without adding more staff with CCH iFirm Practice Manager


- Troy Johnson, Partner, Hartmann-Cox Chartered Accountants

$36,000

billable hours unlocked with our integrated CCH iFirm Tax & Client Accounting apps


- Kelly Peters, Managing Director, Macpherson Peters

13%

YoY business growth through enhanced workflow management with CCH iFirm Practice Manager


- Sandeep Singh, Director, AstuteMed

CCH iFirm: all the tools you need in one integrated cloud platform
  • Firm management
  • Compliance software
  • Tax research
Businesswoman giving presentation on future plans to colleagues

Practice management

Explore our practice management apps:

Businesswoman explaining something to female colleague over computer at desk in office

Compliance

Explore our compliance apps:

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Tax research

Explore our expert tax research app:

CCH iFirm Signatures FAQs
  • What are the different types of digital signatures?
    CCH iFirm Signatures has three different types of workflows.
    • E-sign –  one recipient
    • Parallel – multiple recipients can sign in any order
    • Serial – recipients must sign in the order instructed by you
  • Is there any size limit for a package?
    The maximum envelope size 30MB.
  • Does my signer need special software to sign?
    No special software is required. 
  • How long are documents stored in CCH iFirm Signatures?
    Documents are saved in CCH iFirm Signatures for a maximum of 90 days.
  • What is the minimum requirement?
    Supported browsers
    • Google Chrome (latest version)
    • Internet Explorer 11 (on Windows 7 and Windows 8.1)
    • Microsoft Edge (latest version)
    • Firefox (latest version)
    • Other

    Adobe Reader (latest version) – must be enabled

    Cookies – must be enabled

    SSL – must be enabled

    JavaScript – must be enabled

    Advisory: Safari & Google Chrome on iOS When viewing eSigned PDFs using Safari or Google Chrome on iOS, please note that the graphical representations of the signature and other text injected into the PDF at signature may not be displayed correctly due to Safari and Google Chrome’s PDF reader’s inability to display Digital Signature markup. If you wish to view the graphical representations, please install the Adobe Acrobat iOS app and copy the eSigned PDF to Adobe Acrobat using the option presented to you in Safari on iOS.

  • Where can I find the signing certificate information?
    It is within the signed PDF document. Simply select Signature Panel on the top menu or right-click into the actual signature.
  • Is CCH iFirm Signatures compatible with Government offices?
    Yes, it is compliant with ATO, ASIC, NZCO, IRD.
  • Are CCH iFirm Signature Packages secure?

    In today’s heavily regulated financial marketplaces, we ensure our client’s documents are managed in a secure, compliant manner.

    CCH iFirm Signatures uses SHA-2 generated SSL certificates with 2048 bit RSA encryption.

Ensuring every point is covered
What our customers say

  • Case study
    Tax & Accounting
    Updated November 03, 2025

    Hartmann-Cox Chartered Accountants increases capacity planning by 15% due to CCH iFirm

    "[With CCH iFirm] During the pandemic, we added 15% to our annual workload without putting on more staff... and producing 12% revenue growth." - Troy Johnson, Partner, Hartmann-Cox Chartered Accountants
    Learn More
  • Case study
    Tax & Accounting
    February 27, 2025

    Streamlining firm operations & compliance workflows with CCH Software & Solutions

    "We have found the Workpapers product very, very helpful. It’s easy to use, it’s comprehensive. Honestly, I don’t know what you’d do without it." - Lynn McLachlan, Young & Success
    Learn More
  • Case study
    Tax & Accounting
    August 07, 2024

    CCH iFirm enables smooth business operations for Forward Accounting

    "We like CCH iFirm because with one integrated platform, you get a client-focussed view, with all your client information in the one place." - Tania Garbes, Director & Chartered Accountant, Forward Accounting NZ Ltd.
    Learn More
  • Case study
    Tax & Accounting
    July 04, 2024

    CCH iFirm supports long-term firm growth of Numb1z Limited

    "CCH iFirm has grown with our firm and has helped us manage the increasing volume of tax filings, which has significantly expanded over the years." - Moira Robertson-Brown, Director, Numb1z
    Learn More
Read More Case Studies
Read More Case Studies
Simplify your workflow with CCH iFirm
For more information or to request a demonstration, send us your details via the form below.
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