CCH Portal offers much more than a traditional document exchange system and will help to establish your reputation as a forward-thinking practice. Secure, two-way messaging and full integration with the rest of the CCH Central software suite make it easy for you to collaborate online, whether you're seeking approval for a tax return, finalising the accounts or offering value added services.
For complete peace of mind CCH Portal uses the highest available, military grade 256-bit Advanced Encryption Standard. On top of this we apply the same security protocols as internet banks to give the visible reassurance of an https website address and familiar closed padlock icon.
Allows clients to access key documents 24/7, eliminating postal delays and charges.
CCH Portal includes two-way messaging so that complete client conversations can be stored in the client file and accessed from a single, central location. By keeping all sensitive communication together in a secure environment, CCH Portal improves visibility, reduces risk and protects client confidentiality. CCH Portal sends client messages directly to CCH Central so that client communication takes priority.
CCH Portal is fully integrated with the CCH Central software suite so you can publish documents straight to the Portal as you work on tax, accounting and practice management tasks. Files and documents from other sources - such as spreadsheets and PDFs - can also be added.
CCH Portal uses the client and employee information already set up in CCH Central, including client associations and team security settings, so you can support client relationships on a single system. The Portal allows you to communicate with clients in different contexts as an individual, a spouse, a co-director etc without the complication and inconvenience of multiple logons.
A pop-up message in CCH Central will alert you whenever a client sends a new message or file. If you're unavailable, you can set up an automatic out of office message.
Any document published to the Portal can be flagged as requiring client approval, backed with a full audit trail. Handles multiple approvers.
For ease of administration CCH Portal uses emails, activation codes and an activation link to automate the process of setting up new users, including a fully automated, self-service forgotten password facility.
Free resources including videos and templates for client communication help you promote the use of CCH Portal to your clients.
“With CCH Portal and CCH Document Management working together we get a complete picture of our clients at all times, so that everyone knows what’s going on. That has a very positive impact on client service.”
Josolyne & Co
“With CCH Portal you can have parallel approval processes, so you’re not waiting for a chain of people to agree in a fixed sequence, and you can tell who has and who has not yet signed off, so it’s a great way of managing document approval across a large organisation."
"Because there’s no restriction on disk usage with CCH Portal, we can leave documents up there indefinitely so if a client needs something that we’ve sent them in the past they know they’ll be able to download it instantly from the portal."