CCH iFirm

Client Portal

Wherever your clients are, now you can connect with them smoothly and securely, on a contemporary platform which boosts efficiencies across the board. From simple document sharing to detailed collaboration, there’s never been a safer way to communicate with clients.
The easy way to work

The easy way to work

Client Portal 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 the bottom line efficiencies in your day to day dealings, the impressive, easy to use platform will encourage nothing but kudos from your clients.

First-class encryption

First-class encryption

For your peace of mind, CCH iFirm’s Client Portal employs the very latest in tried and tested security innovation… which means you know that whatever it is your sending, sharing or saying, you can be absolutely confident that no-one else is intercepting or viewing your material. Where this communication channel is concerned, complete privacy is the priority.

Intelligent integration

Intelligent integration

Client Portal plugs into Paper Buster, which plugs into Practice Manager. Seamless, comprehensive integration is the name of the game… and the result means that even through the Portal, your document housekeeping is taken care of and your client data is constantly synchronised across all software in your practice.

TO SUPPORT MY CLIENTS

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.

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  • "We found the switch from MYOB to CCH iFirm really simple. They have great systems for the conversion and set-up processes which eliminated any difficulties we were expecting in implementing new software. Their training was very helpful and covered the essentials to get us up and running promptly."
    Joanna Ewenson, My Accountants Ltd

  • "Very good. Have fallen in love with CCH iFirm. Makes my life easier."
    Elena Underwood, All Accounted For

TO RUN MY PRACTICE

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.

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CONTACT

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.

 

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