CCH iFirm Document Vault features seamless digital document flows with your colleagues and your clients, improving efficiency and promoting collaboration and communication. Including:
- 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 and signature
- 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 offers two document management solutions:
1. CCH iFirm Document Vault, which is integrated into CCH iFirm platform.
2. CCH Cloud Document Manager, a separate application which utilises the features of MS Office 365.
2. CCH Cloud Document Manager, a separate application which utilises the features of MS Office 365.
CCH iFirm Document Vault | CCH Cloud Document Manager | |
HOW AVAILABLE | CCH iFirm Integrated | Separate App |
INTEGRATION | Contacts, Jobs, Digital signatures, Client Portal, Intranet, Microsoft Outlook email including attachments | Agnostic Integration with Contacts for vendor applications such as APS, Xero, MYOB, CCH iFirm |
MIGRATION | Import tool | CCH Consulting Team completes the set up |
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 | View/open/edit files in Cloud DM |
TEMPLATES | Requires subscription to CCH iFirm Intranet | Yes |
STORAGE | Provided by CCH iFirm | Client organises O365 storage with Microsoft |
DEPENDENCIES | CCH iFirm | Microsoft O365 Business Standard and Microsoft FLOW subscription, Sharepoint |
PRICING MODEL | CCH iFirm subscription and storage cost based on estimated usage | Storage based on tiered cost bands |
SUITED TO | Firms already using CCH iFirm Practice Manager.
New clients implementing CCH iFirm |
Larger firms, or firms that have high storage requirements.
Requires O365 subscription - firms already using O365 have the option to utilise its features by choosing this stand-alone option |