Keeping you Informed

What is CCH Portal?

A Portal is a way to transfer large files, such as Quickbooks and Simply Accounting, via the internet in a safe and secure manner. Our clients will no longer have to courier disks or USB drives in order to deliver these files. It is also a great way for us to send large files to our clients as well, without worrying if their email provider has enough space to accommodate your files.

How does it Work?

Each client is given their own Portal. Once created they are sent an email with detailed instructions as to how to send us their files.

Once logged in, our clients may upload files directly from their computer. Files are stored on a secure, encrypted server.

In the event your Lipton Advisor sends you a file via the portal, you will receive an email notifying you of this action, with the direct link to the file. When you add a file to the portal for your Lipton Advisor, we will receive an email alerting us.

Sounds Great! How do I get started?

By contacting your Lipton Advisor! Setting up a portal is quick and easy, you can be sending and receiving files in a matter of minutes.