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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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2 results found

  1. Unable to delete clients and contacts linked to group billing

    When trying to delete closed clients we keep getting the message 'This client cannot be deleted as it has taken part in group billing'

    Can we please have a solution for removing closed clients linked to group billing?

    ITS53653

    14 votes
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    5 comments  ·  CCH Practice Management  ·  Admin →
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  2. Link client creation to money laundering service

    Establish a link between client creation and money laundering, possibly using CCH Workflow to establish the rules

    40 votes
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    4 comments  ·  CCH Central  ·  Admin →
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    Started  ·  Evan Jones responded

    I’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.

    This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.

    More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.

    If you would like to know more please email lamorna.harris@wolterskluwer.com

    Evan Jones
    Lead Product Manager

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