CCH iFirm Client Portal

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.

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.

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.

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.