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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Compliance software
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Firm management
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Client communications
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:
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:
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.
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