CCH iFirm Document Vault is a cloud document management tool built for the CCH iFirm suite enabling integration with Contacts, Jobs, Client Portal, Intranet and MS Office apps.

CCH iFirm Document Vault enables seamless digital document flows.

  • Store documents against Contacts and Jobs in CCH iFirm Practice Manager* to easily access all relevant information from one location
  • Smart capture of emails and attachments to Contacts, and/or Jobs in CCH iFirm Practice Manager*
  • Two-way integration through the CCH iFirm Client Portal*; Share documents with clients for their review
  • Automatic filing of client documents created from templates within CCH iFirm Intranet*
  • View email conversations in Contacts
  • View job-specific email conversations in Jobs in CCH iFirm Practice Manager*
  • Manage access and control who can do what with documents
  • Unlimited document versions – copy, download or revert to previous version
  • Tag documents – apply and retrieve by tags, auto append tags based on job type
  • Open and edit documents directly from CCH iFirm using MS Office
  • Automatic or manual creation of folders
  • Automatic back up
  • Set document retention dates
  • Deleted documents held in the recycle bin are reviewable and retrievable

* separate subscription required

CCH iFirm document management solution:
CCH iFirm Document Vault
How available CCH iFirm Integrated
Integration Contacts, Jobs, Digital signatures, Client Portal, Intranet, Microsoft Outlook email including attachments
Migration Import tool
File presentation in CCH iFirm View/open/edit files from the centralized document view in CCH iFirm or from the specific Contact or job details page
Templates Requires subscription to CCH iFirm Intranet
Storage Provided by CCH iFirm
Dependencies CCH iFirm
Pricing model CCH iFirm subscription and storage cost based on estimated usage
Suited to Firms already using CCH iFirm Practice Manager.

New clients implementing CCH iFirm

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