The easiest way to work
CCH iFirm Portal is a practice management solution that provides a secure channel in which you can work with your clients online at every level, securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day dealings and relationships, the impressive, easy to use platform will encourage nothing but kudos from your clients.
First class encryption
For your peace of mind, CCH iFirm Portal employs the very latest tried and tested security innovation. So you know that whatever you’re sending, sharing or communicating, you can be confident that no one else is intercepting or viewing your material, for example, your online invoices.
CCH iFirm Portal is integrated with Taxprep, CCH iFirm Taxprep, and CCH iFirm Cantax. These integrations will allow you to securely send tax returns directly from these tax compliance applications to your client portal.
Streamlined workflow with CCH iFirm Digital Signature
As a result of collaboration with DocuSign®, your clients can sign CRA forms approved for electronic signature (T183, T1013, RC59 and more) as well as engagement letters and other types of documents directly within their portal.