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. As a Client Portal subscriber, you have the ability to send tax return PDFs to Client Portal and send files from Vault to Client Portal.
Some of the most-loved features of Client Portal are:
For information on how to set up your Client Portal in CCH iFirm, see Set up Client Portal.
Review the following scenarios before sending files from Vault to Client Portal:
Scenario 1: When a contact does not exist in CCH iFirm
When a contact does not exist in CCH iFirm, the contact and portal are created for you when sending files from Vault to Client Portal. When an e-mail address is present on the Main Information page in TaxWise Online, Client Portal automatically sends an invitation e-mail when the files are sent to Client Portal. If no e-mail address is present on the Main Information page in TaxWise Online, you will need to add an e-mail address for the contact in CCH iFirm in order to send an invitation e-mail. See Invite people to a portal and manage invitations.
Scenario 2: When the contact exist in CCH iFirm, but no portal exist
When the contact does exist in CCH iFirm, the portal will be created for you when sending files from Vault to Client Portal. When an e-mail address is present on the Main Information page in TaxWise Online, Client Portal automatically sends an invitation e-mail when the files from Vault are sent to Client Portal. If no e-mail address is present on the Main Information page in TaxWise Online, you will need to add an e-mail address for the contact in CCH iFirm in order to send an invitation e-mail. See Invite people to a portal and manage invitations.
Review the following scenarios before sending PDFs of the tax return to Client Portal:
Scenario 1: When a contact does not exist in CCH iFirm
When a contact does not exist in CCH iFirm, the contact and portal are created for you when sending a PDF of the tax return to Client Portal. An invitation e-mail will not be sent from Client Portal. You will need to add an e-mail address for the contact in CCH iFirm in order to send an invitation e-mail. See Invite people to a portal and manage invitations.
Scenario 2: When the contact exist in CCH iFirm, but no portal exist
When the contact does exist in CCH iFirm, the portal will be created for you when sending PDF of the tax return to Client Portal. If an e-mail address is present for that contact in CCH iFirm, Client Portal automatically sends an invitation e-mail when you send a PDF of the return to Client Portal. If no e-mail is present for the contact in CCH iFirm, you will need to add an e-mail address in order to send an invitation e-mail. See Invite people to a portal and manage invitations.
See Also:
Security (Settings) - Opens the line of communication between CCH iFirm and TaxWise Online and enables data to be shared.