CCH iFirm Client Portal

CCH iFirm Client Portal

CCH iFirm Portal allows you to communicate with clients easily and securely, on a contemporary platform that boosts efficiencies across the board. From simple document sharing to sending online invoices to detailed collaboration, there’s never been a more secure way to communicate with clients than with this innovative Canadian accounting software.

The easiest way to work

CCH iFirm Portal is a practice management solution that provides a secure channel in which you can work with your clients online at every level, securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day dealings and relationships, the impressive, easy to use platform will encourage nothing but kudos from your clients.

First class encryption

For your peace of mind, CCH iFirm Portal employs the very latest tried and tested security innovation. So you know that whatever you’re sending, sharing or communicating, you can be confident that no one else is intercepting or viewing your material, for example, your online invoices.

Intelligent integration

CCH iFirm is integrated with Taxprep. With this integration, you will be able to send tax returns from Taxprep to your client portals.

CCH iFirm Digital Signature

Clients can now sign authorized tax forms (such as T183, T183 CORP, TP-1000, CO-1000, T1135, and T1013), engagement letters, or other type of documents with their existing access to CCH iFirm Portal. This feature is also now fully integrated between CCH iFirm Portal and CCH iFirm Taxprep & iFirm Cantax. You can publish documents or forms that require your customer’s digital signature in a single click. Learn more today.