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 Client Portal is a module that you can use to create individual portals for your contacts for the purposes of sharing documents. It enables you to provide an additional service for your clients which includes:
- The ability to view documents you want to share with your client.
- The ability of your client to securely upload documents to share with you.
- Secure access to other useful applications.