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CCH iFirm for Outlook

por WOLTERS KLUWER INDIA PRIVATE LIMITED

The Addin allows users to save documents directly to a client or firm folder in the CCH iFirm

The Addin allows users to save documents directly to a client or firm folder in the CCH iFirm Documents application.  

CCH iFirm Documents is a document management system hosted by Wolters Kluwer. It allows firms to store their digital documents in a safe, secure and accessible place. CCH iFirm Documents integrates with other CCH iFirm modules, including CCH iFirm Tax preparation (tax compliance and preparation software), CCH iFirm Portal (client collaboration tool), and CCH iFirm Jobs & Billing (Practice Management Solution). Using these integrations, customers can seamlessly manage their digital documents across the CCH iFirm platform to save time and increase efficiency. 

 

CCH iFirm Documents is targeted to accounting professionals. 

Funcionalidades de la aplicación

Cuando se usa esta aplicación,
  • Puede enviar datos por Internet
  • Esta aplicación puede leer o modificar el contenido de cualquier elemento del buzón y crear elementos nuevos. También puede obtener acceso a información personal (como cuerpo del mensaje, asunto, remitente, destinatarios o datos adjuntos) de cualquier mensaje o elemento de calendario. Puede que el complemento envíe estos datos a servicios de terceros.

De un vistazo

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https://store-images.s-microsoft.com/image/apps.23236.2ca2fd1c-9420-4ea8-9bcb-b68f3a1e729c.6195f3dc-503a-41bb-85f3-742f0a57e046.17c251cf-b86b-40ba-a666-d00e33c8185a.png
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https://store-images.s-microsoft.com/image/apps.46561.2ca2fd1c-9420-4ea8-9bcb-b68f3a1e729c.6195f3dc-503a-41bb-85f3-742f0a57e046.5399ad2d-ebe9-40be-8498-8ab2d614e086.png