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.

Intelligent integration

CCH iFirm Portal is integrated with Taxprep and CCH iFirm® Taxprep. 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.
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Better manage your practice and boost your efficiency with the CCH iFirm ecosystem

We are really happy with CCH iFirm Portal! What a time saver!

I just wish I had known about this earlier!

François Émond, CPA Auditeur, CA

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