Priser Kostnadsfri

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.
Appfunktioner
När den här appen används
- Skicka data via Internet
- Den här appen kan läsa och ändra innehållet i vilket objekt som helst i din inkorg, och det kan skapa nya objekt. Den har tillgång till personlig information, t.ex. brödtext, ämne, avsändare, mottagare och bilagor, i alla meddelande- och kalenderobjekt. Den kan skicka dessa data till en tjänst från tredje part.
En snabbtitt


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