The easiest way to work
CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use app will support a positive client experience and the building of client relationships.
CCH iFirm Client Portal is fully integrated with Practice Manager and Document Vault. Client data is automatically synchronised across all software in your practice.
For your peace of mind, CCH iFirm Client Portal is ISO27001 certified which means that best-in-class data security standards are followed to achieve, maintain and prove data compliance and encryption. This ensures that whatever you’re sending, sharing or communicating, you can be confident that no one else is intercepting or viewing your material.