CCH iFirm Client Portal

IRS Gives Tax Relief to Victims of Hurricane Harvey
August 28, 2017
Interactive Tax Assistant
November 7, 2019
Show all

Here is a 2-minute introductory  video that I would like you to watch.  It shows the value of using CCH Client Portal.

I will send current clients an invitation to activate their CCH iFirm Client Portal.  This will give us a way to both upload and down load files securely. For legal and security reasons electronic transfers of data need to be done with a tool like CCH Client Portal going forward.

When either of us puts files in the portal an email will be sent notifying the other what was done.  The email will show a list of the file names uploaded.

After your portal is activated, I will upload your client organizer for this coming tax season.

You can begin using your portal as soon as it’s activated.  There is a 3-minute training video on your portal’s home page that is helpful.

Comments are closed.