As more and more of accountants’ tax software and documentation moves to the cloud, it doesn’t seem to make sense that your clients’ paperwork remains in a cabinet or a server in the office. Now with iFirm Documents you can save a few more trees, plus a load more time, and access your client’s files anywhere.
Wherever you are, whatever the time, iFirm Documents enables you to access all your client’s files, simply by clicking their contact record. All you need is an Internet connection to have complete visibility on every single one of your clients, and synchronised updates ensure you’re always looking at the latest copy.
Your iFirm Document client folder will be held in the cloud by one of three leading cloud storage providers: One Drive, Dropbox or Box. This means you’ll experience the comfort and convenience of cutting-edge cloud storage and security, plus first class customer service and the very best value for money.
Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.
You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.
Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.
Learn more about Practice Manager, Intranet, iFirm Documents, Document Manager and Contacts.
Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.
From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.
Learn more about Tax, Client Accounting, Web Manager and Client Portal.
Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.
Call us toll free on: 0800 94 65 35
or click here to send us an enquiry.
