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.
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.
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.
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, CGT Reporter, Client Portal, Digital Signatures, CCH iQ and Cloud Filer.
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, ATO Paper Buster, iFirm Documents, Document Manager, ASIC Paper Buster, Practice Mailbook, Contacts and eMarketing.
Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.
Call us toll free on: 1800 83 68 69
or click here to send us an enquiry.