December 01, 2009 12:17 ET

CCH Launches CCH Portal, an Application that Facilitates Safe, Secure Document Exchange Between Accounting Firms and Clients

TORONTO, ONTARIO--(Marketwire - Dec. 1, 2009) - CCH, Canada's leading provider of tax, accounting and audit information, software and services, today announced the launch of CCH Portal, a web-based application that allows accounting firms to exchange client documents of any size, confidentially and securely.

"Online security is a tremendous concern these days for everyone" says Erik Beauchamp, CCH product manager. "CCH Portal lets accounting firms and their clients access vital documents including tax returns, financial statements and source documents immediately from any location with an Internet connection via a secure private repository. It's much safer than passing documents along as an email attachment."

CCH Portal is a stand-alone solution that may be used by accounting firms of any size. It provides quick and secure bi-directional file exchange, making it easy to share all types of files: PDFs, Web pages, hyperlinks, Microsoft Excel(R) spreadsheets, Microsoft(R) Word documents, PowerPoint(R) presentations and QuickBooks(R) files among others. And you can use the portal not only to share files with clients but also to facilitate collaboration among firm staff and for external business transactions.

"With CCH Portal, a client can review on screen an entire tax return with all its schedules, then sign and fax the e-file authorization," notes Beauchamp. "That's the magic of CCH Portal. A client can even collect several years' worth of tax and financial statements to secure bank loans or for legal purposes."

With CCH Portal, a firm can organize documents in cabinets and folders that mirror the way they store paper documents. Files can be designated as Read-Only or Read/Write for easier access and greater security and "Checked Out" to prevent other users from editing them while they are being updated. Previous file versions can be maintained in the document history. Users can search, filter and display documents by file type, title, creator, key word and more.

The application will integrate with other products of the CCH Accountants' Suite, including Taxprep, CCH Engagement and CCH Document. When implemented in conjunction with CCH Document SaaS, additional Portal functionality will include the ability to create custom folders, file versioning capability, and full CCH Accountants' Suite integration provided through CCH Document.

CCH Portal even offers you the option to provide secure Client Areas (sold separately) for clients to have a secure portal area for their external business or investment activities. These portals can be made available to clients by the firm as a value-added service.

CCH Portal protects you and your clients' privacy. But it also gives you a competitive advantage," comments Beauchamp. "You will start sharing, storing and organizing documents a smarter way and collaborate with your clients better than ever."

For more information on CCH Portal, visit or call Customer Service at 1-800-268-4522.

About CCH Canadian Limited

CCH is Canada's premier provider of authoritative compliance tools, research and practice materials for accounting, legal and business professionals. Having celebrated its 60th anniversary in 2006, CCH Canadian produces software and information products that help customers take command of complex regulatory issues in tax, accounting, law, financial planning and human resources. CCH ( is a Wolters Kluwer business (

Wolters Kluwer is a leading global information services and publishing company. The company provides products and services globally for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors. Wolters Kluwer has annual revenues (2007) of EUR 3.4 billion, maintains operations in over 33 countries across Europe, North America and Asia Pacific and employs approximately 19,544 people worldwide. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit

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