Frequently Asked Questions

Are my documents safe?
Our Client Portal utilizes a top-notch security system and robust encryption algorithms. No third parties will be able to access your documents without your consent.
Can I DocuSign my documents via the portal?
Yes, you can DocuSign your documents using our portal as well as request signatures from others. According to the Personal Information Protection and Electronic Documents Act (PIPEDA), your e-signatures will enjoy the same legal status as wet-ink signatures on any document.

Please have a look at this video to see how you can add your digital signature in iFirm.
Electronic receipt via our client portal
We have a dedicated portal, which is a secure platform to share, store, exchange and sign documents online. This is our preferred method of receiving and sending sensitive documents. Clients are encouraged to reach out to us if they require access to a portal specific to their engagement.

Benefits of the portal include:
  • Share documents without worrying about the e-mail size limits and security.
  • Access and manage your documents at any time, stored in one, secure location.
  • DocuSign your documents, saving your most valuable resource – time.
  • Manage your budget by cutting courier fees as well as document management costs.
  • Reduce the paper costs and waste, by opting for the eco-friendly choice.

Please have a look at this video guide to CCH iFirm Portal.

You can also read detailed instructions on how to register for and access your Portal.
Means of communication
We are available by e-mail, phone, and fax during our business hours. If you leave a message, we will endeavor to respond to you at our earliest opportunity.

We can receive paper documents and electronic media at our office address, however, as a result of the COVID-19 pandemic, and in order to support physical distancing and prevent the spread of the virus, we have put emphasis on receiving data electronically.

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