CCH iFirm Portal is designed to help your 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: No need to search for, scan, or re-send your clients’ documents. Ensure your clients have a central point to access documents you exchange with them, improving their client experience.
- Enhanced security: CCH iFirm Portal uses first class encryption so you can be confident that no one else is intercepting or viewing your material. Documents are saved and encrypted in a 100% Canadian cloud environment.
- Simpler, more fluid workflow: Integrations with CCH iFirm® Taxprep, Taxprep and CCH iFirm® Digital Signature follow the way you work. Complete a return in your tax software, post it in the portal and get signatures from clients easily.
Customer Resources
Securely streamline file sharing with CCH iFirm Portal.
Track document activity
Get a transparent audit trail of all changes and see when documents were uploaded and downloaded.
Customize your client experience
Add your firm’s branding to create a consistent, branded experience for your clients.
Enhanced client service
Clients benefit from on-demand access to their files, reducing your firm's overhead and administrative task burden, leading to greater efficiency.
See how CCH iFirm Portal can elevate the client experience within your firm.
Customers are simplifying their workflow with CCH iFirm Portal
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François Émond
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Warren Strutt
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Norman Adams
We are really happy with CCH iFirm Portal! What a time saver!
I just wish I had known about this earlier!
Because we had already fully implemented [...] CCH iFirm Portal, we were well-equipped to adapt to COVID-19 restrictions, and the transition to remote work was relatively easy. And, of course, now that the world of work has changed, we are able to offer all our staff options and flexibility when it comes to remote work or working in the office. [...] It’s great to have a happy and productive team.
For a number of years, since we changed our tax preparation software from ProFile to CCH iFirm Taxprep, we have been able to streamline the signature process for tax filing by uploading PDFs of signed documents to CCH iFirm Portal. [...] Thanks to CCH iFirm Portal and CCH iFirm Digital Signature, this process is quick and easy – for our firm, and for our clients!
62% of accountants agreed that sharing documents with clients via a secure portal saved them time.
This insight was uncovered in Wolters Kluwer’s annual Industry and Tax Season Challenges report. Discover key findings and see what other challenges tax and accounting professionals across Canada faced last tax season.
Want to learn more about CCH iFirm Portal?
Streamline your client communications to take your firm to the next level. Improve efficiency for both clients and staff alike by implementing CCH iFirm Portal in your firm.
Streamline your signature process
Add eSignature capabilities to CCH iFirm Portal via CCH iFirm Digital Signature. Simplify your firm’s workflow and enhance client service.