Integrating with the CCH iFirm Contacts, Jobs, Client Portal, Signatures and Intranet modules, CCH iFirm Document Vault enables you to see, at a glance, all documents and emails related to a client contact or job. It also facilitates easy and secure document exchange with clients; interconnecting to provide productivity and efficiency.
With document security being paramount, you can have full peace of mind that all documents are stored onshore, on our top standard Microsoft Azure cloud server. You can set permissions and access levels for each document, as well as save multiple versions of the document.
With document security being paramount, you can have full peace of mind that all documents are stored onshore, on our top standard Microsoft Azure cloud server. You can set permissions and access levels for each document, as well as save multiple versions of the document.
Key features and functionality
Document management
- Save documents against a Contact or Job using CCH iFirm Practice Manager (Jobs & Billing)
- Open and edit documents directly from CCH iFirm using MS Office Cloud or Desktop
- Set document retention dates enabling storage of all files (including emails) to the entire legal timeline
- Easily edit PDFs in the cloud (no additional PDF software purchase required)
- 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
- Automatic or manual creation of folders
- Automatic back up
- Deleted documents held in the recycle bin are reviewable and retrievable
Email management
- Smart filing of emails to Contacts, and/or Jobs in CCH iFirm Practice Manager
- View email conversations in Contacts
- View job-specific email conversations in Jobs in CCH iFirm Practice Manager
Integration and workflow
- Store documents against Contacts and Jobs in CCH iFirm Practice Manager to easily access all relevant information from one location
- 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
Security
- Best of breed Microsoft Azure Cloud server located in Australia
- CCH iFirm security standard: ISO27001 certification
Better manage your practice and boost your productivity with the CCH iFirm ecosystem.