With CCH Portal, you can share PDFs, Web pages, hyperlinks, Microsoft® Excel spreadsheets, Microsoft® Visio diagrams, Microsoft® Word documents, PowerPoint® presentations, and financial software data files, among others. For example, your clients can now upload their QuickBooks® files to CCH Portal, eliminating the need to exchange DVDs.
COLLABORATION MADE SIMPLE
Taking advantage of instant access lets your clients view their documents with minimal effort on the part of your firm.
Tax Returns — With CCH Portal, a single mouse click makes an entire tax return available for client review. After reviewing the return, your client simply signs the e-filing release and faxes it to you. The return is now ready for electronic filing.
Financial Records — Clients often need the prior two years’ tax returns to secure bank loans or for legal purposes. Simply publish the tax returns and source documents to CCH Portal, and your client can securely access them at any time.
IMPROVED CLIENT SERVICE
With CCH Portal, your clients will experience unmatched convenience through instant access to their documents – including tax returns, financial statements and source documents. Meanwhile, your firm will benefit from reduced overhead and greater efficiency.
CCH Portal will tightly integrate with other products in the CCH Accountants’ Suite including Taxprep®, CCH Engagement, and CCH Document.
When implemented in conjunction with CCH Document SaaS, additional CCH Portal functionality will include the ability to create custom folders, file versioning capability, and full CCH Accountants’ Suite integration provided through CCH Document.