CCH iTrust - Development Update
The next phase of development on the CCH iTrust trust management software is well underway and we will shortly be releasing our client portal.
What is a client portal?
The client portal provides you with the option of creating a link on your firm's website so that Trustees of the trusts that your firm manages can view and access all information around their trusts in a secure online environment.
An online portal for Trustees is a great value-add service for Trust Managers to provide for Trust clients by improving access to information for all the relevant parties.
Personalise your portal
The portal can be personalised with your firm’s logo and look and feel such as change button colours so the portal fits in with the rest of your website.
Switch portal access on or off per trust as required
Features for Trustees
- Download trust documents
- Print a trust summary report
- Access more than one trust on a single login when trustees are involved with more than one trust
- Send a query via email directly from the portal
Easy set up
Online access for your clients is easy to set up and just requires a link from a web page.
Coming up in Phase 2
New interactive features such as online signature, document upload, task completion and more.