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CCH iFirm

Client Portal

The CCH iFirm- Client portal for accountants is specially focused to manage and communicate clients in a organised fashion. It lets you connect with your clients wherever they are and you can connect with them smoothly and securely, on a contemporary platform which boosts efficiency across the board. From simple document sharing to detailed collaboration, there’s never been a safer way to communicate with clients.

Easy To Work on Client Portal for Accountants

The Easy Way to Work

The Client Portal for accountants provides a secure channel in which you can work with your clients online at every level. Lets you securely share documents, data and reports with the clients. In addition to significantly meet the target with efficiency from day to day dealings, the impressive and easy to use platform will earn your firm applause from your clients.

First-Class Encryption

For your peace of mind, Client Portal employs the very latest, tried and tested security innovation… which means you know that whatever you are sending or sharing, you can be absolutely confident that no-one else is intercepting or viewing your material. When it come to the communication channel, complete privacy is the priority.

Intelligent Integration

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

CCH iFirm allows you to consolidate your contacts. Every CCH iFirm module runs off the same contacts database. It’s always up-to-date, and you’ll never have to enter anything twice.

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, Practice Knowhow, iFirm Documents, Client Portal and Contacts.

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  • "After moving to CCHiFirm, billing has become faster, accurate and real-time. We have total control over the execution of jobs and working files, and are able to assess profitability of each job. Also we no longer forget to charge disbursement to clients, which was otherwise eating into profits."
    CA. Suresh M. V

  • "With CCHiFirm's automated system of capturing data, it resolved the challenge of capturing attendance details in three ways: It captured, analysed and provided reports based on our various requirements. It also acted as a point of reference for employees who wanted to check their leave details, bringing in a firm-wide accepted process."
    KNAV & Co

  • "CCHiFirm has proved to be very useful to ANRK to achieve effective cost tracking, time tracking and finally, mark-up identification. Through CCHiFirm we are able to realize higher revenue and greater mark-up generation."
    A N R K & Associates LLP

  • "We are very happy with CCHiFirm. We are using it mainly for job tracking and resource allocation. It is also helping us arrest revenue leakages, which was happening earlier. We are very happy with the support which we are getting onsite & offsite and will definitely recommend CCHiFirm to our peers."
    CA Lalitha B

  • "Having CCHiFirm is like having an admin person reporting me all key metrics 24 x 7. I especially like features like: Costing of Job, efficiency-wise ranking of staff, reporting of delayed job either allotted time-wise or date-wise. The best part of the software is the “Client Portal” feature; it has become our USP!"
    Malav C Sheth & Co

  • "We are using CCHiFirm for more than a year now. We are mainly using it for job tracking and invoicing. There are so many good features available & we really like the automated invoice emailing from system. We are 100% satisfied with the support which we are getting during our transactions and in general. We will definitely recommend CCHiFirm to our peers."
    Korah & Korah Chartered Accountants

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 Client Portal.

REQUEST FREE DEMO

 

CONTACT

Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.

Call us on: +91 9810122683

or click here to send us an enquiry.

 

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