New integration with CCH iFirm Documents

Experience an end-to-end solution with the ability to save tax research to CCH iFirm Documents.

We continue to strengthen integration between CCH iFirm and our expert research content within CCH AnswerConnect. You can save tax research within CCH iFirm Documents and organize it for quick retrieval, to plan and relay information back to clients.

To facilitate the review process, add comments and highlight text within tax research and save to CCH iFirm. Reviewers can then easily see staff notes and conclusions within research documents that are saved with workpapers.

Save any document to CCH iFirm

Select "Upload to CCH iFirm"

Log in to CCH iFirm

Save to a Job, Contact or to and Internal Folder

Confirmation

Note:

In order to enable this feature, CCH AnswerConnect customers will need to ask their Account Administrator to link their CCH AnswerConnect account to their CCH Firm account from the CCH AnswerConnect Admin portal (admin.intelliconnect.ca) by entering their specific CCH iFirm URL and clicking on the "submit" button (this a one-time operation).

For assitance please connect to our Support Platform to create a web ticket through our virtual assistant who will either offer you to submit your case or to chat live with an agent.