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SIMPLIFY DOCUMENT SHARING - INTRODUCTION TO CCH iFIRM CLIENT PORTAL: DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 5, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Blake Floyd

Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
[email protected]
(847) 580-5000

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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.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.