Golden Bridge Gold Badge
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
Asia-Pacific Stevie Awards Silver Winner
CCH iFirm Wins Silver
2024 Asia Pacific Stevie Awards for Innovation in Digital Transformation
2023 Golden Bridge Awards - Gold
CCH iFirm Wins Gold
2023 Golden Bridge Award in the Product Development Project or Initiative of the Year category
2024 Stevie Winer International Business Awards Bronze
CCH iFirm Wins Bronze
2024 International Business Award for Innovation

From simple document sharing to secure digital signing, there’s never been a safer way to communicate with your clients.

Video Thumbnail - CCH iFirm Client Portal & Signatures

CCH iFirm Client Portal is designed to help your accounting firm simplify file sharing with clients and provide the flexibility of accessing files from anywhere, at any time.

With this easy-to-use client portal, benefit from improved efficiency and productivity, enhanced security and a simpler more fluid workflow.

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The easy way to work
As more firms work remotely with clients, CCH iFirm Client Portal provides an easy-to-use, secure channel to share documents for review or digital signing. With automated reminders, there’s no need to chase clients to review or sign documents, and you are notified in real time as documents are updated or changed. As the status of each document is shown in the Client Portal, you can tell at a glance whether it has been opened or signed by your client.
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First-class encryption
For your peace of mind, CCH iFirm Client Portal employs the very latest in tried-and-tested security innovation, which means you know that whatever it is you’re sending, sharing, or saying, you can be absolutely confident that no-one else is intercepting or viewing your material. For additional security, there is multi-factor authentication within the portal, ensuring privacy and security are of utmost priority.
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Intelligent integration
Enjoy further workflow efficiencies by using CCH iFirm Client Portal and Signatures together with our integrated CCH iFirm compliance and practice management software; making it just a few clicks to get a tax return sent, signed, and saved on the platform.
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Enhanced client experience
Deliver an optimal experience for your clients with customisable branding, providing reassurance they are on the right site, as well as the ability to login using Google or Microsoft credentials – saving your clients the hassle of having to remember their password.
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CCH iFirm: all the tools your firm needs in one integrated cloud platform
  • Compliance software
  • Firm management
  • Client communications
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Compliance software


CCH iFirm has your entire compliance workflow covered. Standardise your Workpapers, ensuring consistent service delivery for all clients using our industry-leading CCH iFirm Workpapers, which integrate with our ledger tool, which syncs data across to our tax preparation and lodgement software. Then it’s just a few clicks to get a tax return sent, signed and saved with our integrated client communication tools.

Explore our compliance apps:

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Firm management


CCH iFirm makes it easier to run an efficient and profitable practice by simplifying administration tasks so you can maximise billable hours. With super-fast job allocation & forecasting, simplified billing, document management and the daily reporting insights you need to run your business better.

Explore our practice management apps:

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Client communications


For a faster and more secure way to get your documents sent and signed by your clients, our Client Portal and Signatures tools are a must. Together with the full CCH iFirm suite, you can benefit from a simplified workflow – where it’s just a few clicks to get documents sent, signed and saved securely on the cloud.

CCH iFirm: delivering value to our customers

15%

workload added without adding more staff with CCH iFirm Practice Manager


- Troy Johnson, Partner, Hartmann-Cox Chartered Accountants

$36,000

billable hours unlocked with our integrated CCH iFirm Tax & Client Accounting modules


- Kelly Peters, Managing Director, Macpherson Peters

13%

YoY business growth through enhanced workflow management with CCH iFirm Practice Manager


- Sandeep Singh, Director, AstuteMed

What our customers say

  • CCH iFirm enables smooth business operations for Forward Accounting
    Case study
    Tax & Accounting
    August 07, 2024

    CCH iFirm enables smooth business operations for Forward Accounting

    A case study and review of CCH iFirm, CCH Entities and CCH Workpapers solutions from New Zealand accounting firm Forward Accounting
    Learn More
  • CCH iFirm supports long-term firm growth of Numb1z Limited
    Case study
    Tax & Accounting
    July 04, 2024

    CCH iFirm supports long-term firm growth of Numb1z Limited

    A case study and review of CCH iFirm and CCH Workpapers solutions from accounting firm Numb1z Limited
    Learn More
  • CCH iFirm enables improved workflow management for RCB Advisors
    Case study
    Tax & Accounting
    June 26, 2024

    CCH iFirm enables improved workflow management for RCB Advisors

    A case study and review of CCH iFirm from accounting firm RCB Advisors.
    Learn More
  • CCH iFirm enables remote work and improved productivity for Macpherson Peters
    Case study
    Tax & Accounting
    May 22, 2024

    CCH iFirm enables remote work and improved productivity for Macpherson Peters

    A case study and review of CCH iFirm, CCH iKnowConnect and CCH Learning solutions from accounting firm Macpherson Peters
    Learn More
Read More Case Studies
Read More Case Studies

Simplify your workflow with CCH iFirm

For more information or to request a demonstration, send us your details via the form below.
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