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
2023 Golden Bridge Awards - Gold
CCH iFirm Wins Gold
2023 Golden Bridge Award in the Product Development Project or Initiative of the Year category
2024 Stevie Winer International Business Awards Bronze
CCH iFirm Wins Bronze
2024 International Business Award for Innovation

Streamline your client communication by securely and efficiently sharing documents with clients online.

Video Thumbnail - CCH iFirm Client Portal & Signatures

CCH iFirm Client Portal is designed to help your accounting firm simplify file sharing with clients and provide the flexibility of accessing files from anywhere, at any time.

With this easy-to-use client portal, benefit from improved efficiency and productivity, enhanced security and a simpler more fluid workflow.

The easy way to work
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.
First-class encryption
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.
Intelligent integration
Enjoy further workflow efficiencies by using CCH iFirm Client Portal together with our integrated CCH iFirm Practice Manager and Document Vault applications.
Enhanced client experience
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.
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All the digital tools you need to run your audit firm
  • Firm management
  • Client communications
  • Audit
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Firm management


CCH iFirm makes it easier to run an efficient and profitable practice by simplifying administration tasks so you can maximise billable hours. With super-fast job allocation & forecasting, simplified billing, document management and the daily reporting insights you need to run your business better.

Explore our practice management apps:

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Client communications


For a faster and more secure way to get your documents sent and signed by your clients, our Client Portal and Signatures tools are a must. Together with the full CCH iFirm suite, you can benefit from a simplified workflow – where it’s just a few clicks to get documents sent, signed and saved securely on the cloud.

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Audit


Our industry leading audit software helps to deliver high quality audit engagements faster. From our integrated working papers software to our audit data analytics tools, you can boost efficiency and deliver greater value to your clients.

What our customers say

  • Case study
    Tax & Accounting
    June 26, 2024

    CCH iFirm enables improved workflow management for RCB Advisors

    "CCH iFirm offers a very good solution to the accounting profession ‘under one roof’." - Rajesh Chawla, Director, RCB Advisors
    Learn More
  • Case study
    Tax & Accounting
    May 07, 2024

    Herkess & Partners simplifies operations with CCH iFirm: A single, integrated cloud system

    "We are very happy with CCH iFirm; it’s a product that is quite easy to use and learn, and as an integrated solution, it is much easier to manage compared to having multiple solutions or service providers." - Augustine Au, Partner, Herkess & Partners
    Learn More
  • Case study
    Tax & Accounting
    April 16, 2024

    AstuteMed transforms workflow management and enhances billings with CCH iFirm

    "The adoption of CCH iFirm has fundamentally transformed our approach to workflow management." - Sandeep Singh, Director, AstuteMed
    Learn More
  • Case study
    Tax & Accounting
    February 26, 2024

    CSI & Co are delivering more value to clients with Wolters Kluwer Tax & Accounting solutions

    "We are happy to have chosen Wolters Kluwer CCH solutions because we now have the ability to deliver a more enjoyable work experience each day. It’s a true win-win for management and staff." - Joan Choong, Director and Audit Partner, CSI & Co
    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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