CCH iFirm Client Portal

CCH iFirm Client Portal allows you to securely share files with your clients. ATX and CCH iFirm work together to simplify your office workflow. As a Client Portal subscriber, you have the ability to upload tax return PDFs from ATX to Client Portal. Some of the most-loved features of Client Portal are:

• Sharing documents with your clients
• Automatic notifications when clients upload documents to you
• Integration between ATX and Client Portal

How to Topics:

• Sign In To CCH iFirm: Opens the line of communication between the CCH iFirm and ATX applications and enables data to be shared.
• Upload to Client Portal

For information on how to set up your Client Portal within CCH iFirm, see Set up Client Portal.