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Digital Document Management

We offer reliable Digital Document Management solutions so that you can save time, streamline digital file sharing and save confidential client files.

PaperlessPLUS™

Save time and money when using PaperlessPLUS to electronically store all of your firm’s documents.

Features & Benefits

  • Rapidly store tax returns from ATX or TaxWise along with emails, letters, reports, PDFs, images, photos, and any scanned documents.
  • Electronically sign any stored PDF with an approved signature pad.
  • Remain organized throughout the year by managing clients with a customizable folder structure. Take organization a step further by creating custom labels to classify clients by type or stage.
  • Safeguard client data with an encrypted file system. Provide additional security by locking sensitive files and folders, scheduling automated backups, assigning user rights and privileges, or reviewing the audit trail.

 

Learn how much paper printing costs your office utilizes with our online Paperless Calculator!

CCH iFirm Client Portal

Now integrated with 2017 ATX and TaxWise, discover a smarter way to share documents with your clients.

Features & Benefits:

  • Securely share documents with clients
  • Quickly see when documents were uploaded, downloaded and by whom for a transparent audit trail
  • Eliminate unsecure emails and reduce print costs
  • Base package includes 1 user, unlimited client portals and 5GB storage

Sign Up Today

$450

PortalSafe Migration Notice:

Starting with the 2017 edition of ATX and TaxWise, PortalSafe will no longer be integrated. Existing PortalSafe customers can continue using it for file sharing if you choose and it will remain integrated with 2016 ATX and TaxWise.