2025 Asia Pacific Stevie Award Gold
CCH iFirm Wins Gold
2025 Asia Pacific Stevie Award for Innovation in Digital Transformation
Golden Bridge Gold Badge
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
2025 Globee Awards Silver Winner - Innovation
CCH iFirm Wins Silver
2025 Golden Bridge Award in the Product Development Project or Initiative of the Year category
Logo of 2025 Stevie Winner International Business Awards Bronze.
CCH iFirm Wins Bronze
2025 International Business Award in Financial Management Solutions

Secure, cloud-based document management tool designed for the CCH iFirm platform

Video Thumbnail - Introducing CCH iFirm Document Vault
CCH iFirm Document Vault enables you to see, at a glance, all documents and emails related to a client contact or job. It facilitates secure document storage on the best of breed Microsoft Azure cloud server – with files saved locally to your region. It also enables secure document exchange with clients through integrating Client Portal and Signatures apps.
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Request a Demo

Increased workflow efficiency

Store documents against Contacts and Jobs in CCH iFirm Practice Manager to easily access all relevant information from one location – in the cloud.

Faster document exchange

With two-way integration through the CCH iFirm Client Portal, it makes it easier to share documents with clients for their review.

Always backed up

Experience peace of mind knowing your data is securely stored in CCH iFirm and always backed up on our best of breed cloud server. Save the cost of storing data and maintaining your on-premise solution or archives.

Keep track of emails

CCH iFirm Document Vault enables smart filing of your client emails and attachments. View job-specific email conversations in Jobs in CCH iFirm Practice Manager.

Security

Manage access and control who can do what with documents. Maintain unlimited document versions for audit trails. Set document retention dates for storage according to legal timelines.

Built-in PDF editing

Streamline your workflow and directly edit PDF files stored with CCH iFirm Document Vault without needing to pay for another application.
Request a Demo
Request a Demo
CCH iFirm: delivering value to our customers

"CCH iFirm Document Vault makes the system portable and saves time with finding documents - there's no longer any need to dig around the filing cabinet or archives to try to find something. It also saves costs in printing; it's all about streamlining processes."

- Moira Robertson-Brown, Director, Numb1z
CCH iFirm: all the tools your firm needs in one integrated cloud platform
  • Firm management
  • Compliance software
  • Tax research
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Practice management

Explore our practice management apps:

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Compliance

Explore our compliance apps:

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Tax research

Explore our expert tax research app:

What our customers say

  • Case study
    Tax & Accounting
    Updated November 03, 2025

    Hartmann-Cox Chartered Accountants increases capacity planning by 15% due to CCH iFirm

    "[With CCH iFirm] During the pandemic, we added 15% to our annual workload without putting on more staff... and producing 12% revenue growth." - Troy Johnson, Partner, Hartmann-Cox Chartered Accountants
    Learn More
  • Case study
    Tax & Accounting
    February 27, 2025

    Streamlining firm operations & compliance workflows with CCH Software & Solutions

    "We have found the Workpapers product very, very helpful. It’s easy to use, it’s comprehensive. Honestly, I don’t know what you’d do without it." - Lynn McLachlan, Young & Success
    Learn More
  • Case study
    Tax & Accounting
    August 07, 2024

    CCH iFirm enables smooth business operations for Forward Accounting

    "We like CCH iFirm because with one integrated platform, you get a client-focussed view, with all your client information in the one place." - Tania Garbes, Director & Chartered Accountant, Forward Accounting NZ Ltd.
    Learn More
  • Case study
    Tax & Accounting
    July 04, 2024

    CCH iFirm supports long-term firm growth of Numb1z Limited

    "CCH iFirm has grown with our firm and has helped us manage the increasing volume of tax filings, which has significantly expanded over the years." - Moira Robertson-Brown, Director, Numb1z
    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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