See and manage all client documents for any job.

Key Features:

  • Save documents within the contact, or within a specific job using CCH iFirm Jobs and Billing
  • Share critical documents through CCH iFirm Portal to your clients, creating a seamless experience for them and you
  • Use the search capability to quickly find documents and folders
  • Start managing the versioning of documents and recover from mistakes with previous versions
  • Control document access to read, edit, or delete with user permissions