Client FAQs

CCH iFirm Portal provides a convenient option to grant you reliable and secure file exchange and storage for your confidential documents. You can log into your Portal to keep and view several years of tax information safely in one online location. You will receive your complete tax package (tax return, engagement letter, T183 Authorization form, invoice and payment form) via Portal.  

To Register For Portal:

Step 1: Click registration link in your emailed invitation.

Step 2: Fill in your name, cell phone, email and create a password - click ‘register’.

Step 3: Bookmark Login Link.

How To Access Portal:

Option 1: Bookmark the login link, or click on "Client Portal Login".

Option 2: Staff’s email signatures have been updated to provide you with a quick link access.

Video Setup Guides

Coming Soon!