The easiest way to work
CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use portal will support a positive client experience and the building of client relationships.
CCH iFirm Client Portal is fully integrated with Practice Manager and Document Vault. Client data is automatically synchronised across all CCH iFirm products in your practice.