Video: What is CCH iFirm Client Portal
CCH iFirm Client Portal is a module that you can use to create individual portals for your contacts for the purposes of sharing documents. It enables you to provide an additional service for your clients which includes:
- The ability to view documents you want to share with your client.
- The ability of your client to securely upload documents to share with you.
- Secure access to other useful applications.
When the Client Portal module is activated in your CCH iFirm site it displays in the menu on the left of the screen. The Client Portals page lists all the portals you have activated (by sending invitations).
All file types are allowed to be uploaded, except .exe, .bat, and .cmd. To upload a file that contains an invalid file extension, you will need to zip the file. The zipped file can then be uploaded into Client Portal.
Click here to learn how to set up your Client Portal module.
