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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
CCH iFirm - Portal
This panel groups the integration options of the CCH iFirm Portal application and its different functionalities.
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Portal |
Destination Folder |
Allows you to indicate the access path of the portal to which the PDF files will be transferred. By default, the PDF files are transferred into the current taxation year folder. Note: To reduce the risk of errors, do not use special characters (e.g.: « ! @ # $ »).
The different folders must be separated by back slashes (\), e.g. : [AAAA]\Firm-to-Client\. |
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Delete the file(s) after publishing them to CCH iFirm Portal |
Allows you to delete documents after they have been published to the portal. Note: If the file is opened, it cannot be deleted.
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