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CCH iFirm Portal – Wolters Kluwer
https://www.wolterskluwer.com/en/solutions/cch-ifirm/cch-ifirm-client-portal
Practice management solution that provides a secure channel in which you can work with your clients online at every level, securely sharing documents, …
CCH iFirm Client Portal and Practice Manager Suite
https://www.wolterskluwer.com/en/solutions/cch-ifirm-us
Client Portal $495 · Securely share documents within your office and with your clients · Quickly see when documents were uploaded, downloaded, and by whom for a …
About Client Portal – CCH iFirm
https://help.cchifirm.us/content/client%20portal/about%20client%20portal.html
CCH iFirm Client Portal is a module that you can use to create individual portals for your contacts for the purposes of sharing documents.
How do I access iFirm Client Portal from mobile phone or tablet?
https://support.cch.com/kb/solution.aspx/000073577
Open a browser on your phone. Enter the link to your CCH iFirm site in the URL field. Click the bookmark icon. Tap and hold the shortcut to CCH iFirm that …
What link do my customers use to access my CCH® iFirm …
https://support.cch.com/kb/solution.aspx/000066956
To provide your Client Portal url to your customers, do the following: Take your CCH iFirm site url which reads as follows: https://YourSiteName.cchifirm.us …
CCH iFirm Client Portal Learning Portal: Uploading Documents
https://support.cch.com/kb/solution/CCH-iFirm-Client-Portal-Learning-Portal-Uploading-Documents?language=en_US
To view or download the documentation associated with the CCH iFirm Client Portal Learning Module: Uploading Documents.
Knowledge Base Solution – What is CCH iFirm Client Portal?
https://support.cch.com/kb/solution.aspx/000067986
CCH iFirm Client Portal offers small tax and accounting businesses a smarter way to share documents with clients — eliminating unsecure e-mails and reducing …
CCH iFirm Client Portal Learning Portal: Inviting Clients to Portal
https://support.cch.com/kb/solution/000134798/cch-ifirm-client-portal-learning-portal-inviting-clients-to-portal
CCH iFirm Client Portal Learning Portal: Inviting Clients to Portal. Article Type: Documentation; Last Modified: 07/28/2022 …
CCH iFirm Client Portal
https://twonline-17.taxwise.com/Help/WebHelp/Content/TWO%20Shared%20topics%20(Help%20and%20Print)/CCH%20iFirm%20Client%20Portal.htm
CCH iFirm Client Portal allows you to securely share files with your clients. TaxWise Online and CCH iFirm work together to simplify your office work flow.
Client's Guide to CCH iFirm Portal – YouTube
https://www.youtube.com/watch?v=TWP4TyLf118