CCH iFirm Client Portal offers small tax and accounting businesses a smarter way to store, track and share documents with clients. Eliminate insecure emails and reduce print costs so you don't struggle through another tax season.
Discover the many benefits of streamlined document management, including:
• Securely share documents within your office and with your clients
• Quickly see when documents were uploaded, downloaded and by whom for a transparent audit trail
• Customize your Client Portal homepage with your branding, messaging and color scheme
Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
[email protected]
(847) 580-5000
Blake Floyd has 8 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Sales Engineer. In his current role as a Solution Architect for CCH iFirm, his focus is on working with tax and accounting professionals to help them as simplify their processes and improve their overall efficiency and productivity, and profitability.