Golden Bridge Gold Badge
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
Asia-Pacific Stevie Awards Silver Winner
CCH iFirm Wins Silver
2024 Asia Pacific Stevie Awards for Innovation in Digital Transformation
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

Fast, secure electronic document signing on a range of devices

Connect with your clients easily and securely, wherever they may be located — online, in your office, or in their own home.
Video Thumbnail - CCH iFirm Client Portal & Signatures

CCH iFirm Client Portal and Signatures provide a fast, secure and cost-effective way of completing your document approval processes with clients. Enjoy a simpler and more fluid workflow by using the software together with other integrated CCH iFirm tools to make it just a few clicks to get tax returns or other documents sent, signed and saved securely online.

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Sign anytime, anywhere on any device
In the post-pandemic landscape, most firms are now meeting clients virtually, so it’s more important than ever to be able to offer a digital signature solution for your clients.
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Manage multiple documents and signatories with ease
With unlimited documents and recipients you can send multiple documents for multiple signatories in the one envelope with a set signing order. Avoid unnecessary double handling and execute complex signing requirements with ease.
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Save time and money
Using the CCH iFirm Signatures digital signatures tools helps you to speed up the document signing process by up 86% compared to standard postage, while also reducing the cost related to manual postage. Using CCH iFirm Signatures also provides complete transparency in usage and billing; allowing firms to bill back the cost to their clients as needed.
Secure
Secure and compliant
In today’s heavily regulated financial marketplaces, we ensure our clients documents are managed in a secure, compliant manner, that has been approved by ATO, ASIC, NZCO and IRD. We take a rigorous approach to user identity management and user authentication. Both of which are critical in any business e-signature solution.
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Envelope tracking
Real-time tracking on your envelope once you send it out, so you can keep track of the signing status.
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Simpler workflow
Integrating with CCH iFirm practice management and compliance apps, means a simpler, more streamlined workflow for sharing documents with clients for signing.
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CCH iFirm: delivering value to our customers

15%

workload added without adding more staff with CCH iFirm Practice Manager


- Troy Johnson, Partner, Hartmann-Cox Chartered Accountants

$36,000

billable hours unlocked with our integrated CCH iFirm Tax & Client Accounting modules


- Kelly Peters, Managing Director, Macpherson Peters

13%

YoY business growth through enhanced workflow management with CCH iFirm Practice Manager


- Sandeep Singh, Director, AstuteMed

CCH iFirm: all the tools your firm needs in one integrated cloud platform
  • Compliance software
  • Firm management
  • Client communications
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Compliance software


Ensure consistent service delivery for all clients using our industry-leading CCH iFirm Workpapers, which integrates with our ledger software, and then syncs data across to our tax preparation and lodgement software. Then it’s just a few clicks to get a tax return sent, signed and saved with our integrated client communication tools.

Explore our compliance apps:

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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.

CCH iFirm Signatures FAQs
  • What are the different types of digital signatures?
    CCH iFirm Signatures has three different types of workflows.
    • E-sign –  one recipient
    • Parallel – multiple recipients can sign in any order
    • Serial – recipients must sign in the order instructed by you
  • Is there any size limit for a package?
    The maximum envelope size 30MB.
  • Does my signer need special software to sign?
    No special software is required. 
  • How long are documents stored in CCH iFirm Signatures?
    Documents are saved in CCH iFirm Signatures for a maximum of 90 days.
  • What is the minimum requirement?
    Supported browsers
    • Google Chrome (latest version)
    • Internet Explorer 11 (on Windows 7 and Windows 8.1)
    • Microsoft Edge (latest version)
    • Firefox (latest version)
    • Other

    Adobe Reader (latest version) – must be enabled

    Cookies – must be enabled

    SSL – must be enabled

    JavaScript – must be enabled

    Advisory: Safari & Google Chrome on iOS When viewing eSigned PDFs using Safari or Google Chrome on iOS, please note that the graphical representations of the signature and other text injected into the PDF at signature may not be displayed correctly due to Safari and Google Chrome’s PDF reader’s inability to display Digital Signature markup. If you wish to view the graphical representations, please install the Adobe Acrobat iOS app and copy the eSigned PDF to Adobe Acrobat using the option presented to you in Safari on iOS.

  • Where can I find the signing certificate information?
    It is within the signed PDF document. Simply select Signature Panel on the top menu or right-click into the actual signature.
  • Is CCH iFirm Signatures compatible with Government offices?
    Yes, it is compliant with ATO, ASIC, NZCO, IRD.
  • Are CCH iFirm Signature Packages secure?

    In today’s heavily regulated financial marketplaces, we ensure our client’s documents are managed in a secure, compliant manner.

    CCH iFirm Signatures uses SHA-2 generated SSL certificates with 2048 bit RSA encryption.

Ensuring every point is covered
What our customers say

  • CCH iFirm enables smooth business operations for Forward Accounting
    Case study
    Tax & Accounting
    August 07, 2024

    CCH iFirm enables smooth business operations for Forward Accounting

    A case study and review of CCH iFirm, CCH Entities and CCH Workpapers solutions from New Zealand accounting firm Forward Accounting
    Learn More
  • CCH iFirm supports long-term firm growth of Numb1z Limited
    Case study
    Tax & Accounting
    July 04, 2024

    CCH iFirm supports long-term firm growth of Numb1z Limited

    A case study and review of CCH iFirm and CCH Workpapers solutions from accounting firm Numb1z Limited
    Learn More
  • CCH iFirm enables improved workflow management for RCB Advisors
    Case study
    Tax & Accounting
    June 26, 2024

    CCH iFirm enables improved workflow management for RCB Advisors

    A case study and review of CCH iFirm from accounting firm RCB Advisors.
    Learn More
  • CCH iFirm enables remote work and improved productivity for Macpherson Peters
    Case study
    Tax & Accounting
    May 22, 2024

    CCH iFirm enables remote work and improved productivity for Macpherson Peters

    A case study and review of CCH iFirm, CCH iKnowConnect and CCH Learning solutions from accounting firm Macpherson Peters
    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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