CCH iFirm Document Vault

CCH iFirm Document Vault enables seamless digital document flows.

• Store documents against Contacts and Jobs in CCH iFirm Practice Manager* to easily access all relevant information from one location
• Smart capture of emails and attachments to Contacts, and/or Jobs in CCH iFirm Practice Manager*
• Two-way integration through the CCH iFirm Client Portal*; Share documents with clients for their review
• Automatic filing of client documents created from templates within CCH iFirm Intranet*
• View email conversations in Contacts
• View job-specific email conversations in Jobs in CCH iFirm Practice Manager*
• Manage access and control who can do what with documents
• Unlimited document versions – copy, download or revert to previous version
• Tag documents – apply and retrieve by tags, auto append tags based on job type
• Open and edit documents directly from CCH iFirm using MS Office
• Automatic or manual creation of folders
• Automatic back up
• Set document retention dates
• Deleted documents held in the recycle bin are reviewable and retrievable

* separate subscription required