Learn about Portal

CCH iFirm Portal is a product that your accountant can use to create a portal for the purposes of sharing documents with you. You can view documents that your accountant uploads for you and you can securely upload documents to share with your accountant.

​When you access your portal you can click My Details on the left menu to see your contact details brought through from your accountant's database. You can click My Documents to view and upload documents.