CCH iFirm Client Portal allows you to interact with clients through the easy and secure sharing of documents. The CCH iFirm ecosystem boosts workflows and efficiencies across accounting practices, from the sharing of invoices to detailed document collaboration.

The easiest way to work

CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use app will support a positive client experience and the building of client relationships.

Intelligent integration

CCH iFirm Client Portal is fully integrated with Practice Manager and Document Vault. Client data is automatically synchronised across all software in your practice.

We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration - CCH iFirm was the compelling mix we were looking for.
Tracey Kiely
Founding Partner, Greenview Accounting Group
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This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
Phil Marendaz
Managing Director, Marendaz Accountants & Business Consultants
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We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
Brian Bramble
Managing Partner, Clifton Accountants
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Better manage your practice and boost your productivity with CCH iFirm
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