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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

| CCH Central Suite |

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How can we improve CCH Central Suite?

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6 results found

  1. Bulk close old Jobs

    Please add Bulk Update ability to close old jobs eg. Personal Tax assignment --> Job 2023.

    This request was possibly another UserVoice request called "Delete Job" raised in May 2020 which was marked as COMPLETED on 18/01/24 - does this mean we can do this? Can we otherwise have a script for doing this please? Thanks!

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. To add Client Code to the Bills attachment when emailing via CCH

    To add Client Code to the Bills attachment when emailing via CCH

    1 vote
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    0 comments  ·  CCH Practice Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. Billing explanation

    It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.

    3 votes
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    1 comment  ·  CCH Practice Management  ·  Admin →
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  4. Set WIP limits

    We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.

    2 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  5. Team responsibility at client or assignment level

    When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.

    4 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  6. Bulk Billing

    It would be very helpful if the bulk billing section worked rather than having to invoice individually

    3 votes
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