CCH, the tax and practice software wing of Wolters Kluwer, is the latest developer to introduce a web portal for sharing and approving documentation with clients.
CCH Portal links to the CCH ProSystem tax and practice software suite and gives firms a way to send secure messages back and forth to their clients, along with documents and tax returns for approval.
Web portals have become this season’s “must have” product for practice software suppliers and the CCH Portal lags some way behind rival products from the likes of Lindenhouse, Thomson Reuters, DocuSafe, PracticeWEB and IRIS. CCH’s portal was first demonstrated at the company’s conference almost a year ago and is the latest piece in an ambitious end-to-end practice technology strategy. According to CCH head of product management Wendy Rowe