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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.

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| CCH Central Suite |

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71 results found

  1. Reduction in scan quality

    The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
    Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  2. Partnership - Contacts - Employee

    Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  3. Reporting from Online Filing

    It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.

    23 votes
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    Under review  ·  5 comments  ·  CCH Personal Tax  ·  Admin →
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  4. Hi i was just wondering when ITS 52600 is likely to be fixed?

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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  5. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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  6. Exclude Closed Clients on Email filing

    When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!

    4 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  7. Support Microsoft 365 AutoSave functionality

    Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  8. Personal Tax Review Tool

    The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:

    -Audit of who has added notes on the PDF report
    -A place to add general notes not necessarily associated to a source of income
    -HICBC - this doesn't seem to be picked up as missing when in the prior year?

    This would enhance the product a great deal, Thanks

    9 votes
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    Proposed  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  9. Add inactive option to internal partner list to remove ex-partners

    Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.

    5 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  10. Upload to Multiple Codes Prevents Task

    If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
    Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
    This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
    We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  11. ITS 51077 MergeField not picking up values

    The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  12. Associated contact details of open clients

    Contact details of associated open clients - when attempting to run a report of email addresses of contacts associated with a client I can get everything I need but unable to filter out associated contacts of open clients. This would be really useful for producing a mailing list for e-newsletters where we act for a company but not a director (we would stil want the director to receive the newsletter). Equally, the company's financial coltroller etc etc who is associated should receive.

    4 votes
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    0 comments  ·  CCH Reporting  ·  Admin →
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  13. Ability to add custom algorithms or Ability to overtype standard job names

    As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff

    3 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  14. Mail/email merge from report/smart report

    When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  15. Saving documents in .docx rather than .doc

    At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.

    1 vote
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  16. Mail Merge from lists

    Currently one can only add to a mail merge list we would like to be able to delete a client from a list

    1 vote
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  17. Display most recent linked email only

    Would it be possible to only display the most recent linked email in the main search results rather than every one? The previous emails can be seen by clicking on the link number in any case.

    6 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  18. No exception report when deleting job

    When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.

    8 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  19. Manage Email Templates

    Option to inactivate email templates so they would not be available for use.

    2 votes
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  20. Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject

    The mail merge subject field is currently fixed text so we cannot customise for each client.

    6 votes
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