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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 .


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How can we improve CCH Central Suite?

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13 results found

  1. Appropriate Database Tables for purpose : Tax Return Contact Records

    I would like to request that a review is carried out regarding the efficiency of setting up contact records within the contact table in respect to linked employers for tax returns.

    At the moment, it is my understanding that a contact record MUST be set up when an employer is added to a Tax Return.

    This takes up valuable database real estate and adds no value for the business, e.g. us to retain the information, leading to issues when maintaining the database, e.g deleting contact records.

    It is my understanding that a minim requirement for a Tax Return for an…

    3 votes
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    0 comments  ·  CCH Central  ·  Admin →
    Declined  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Update on your idea submission


    Thank you once again for sharing your idea with us. After careful review and consideration, we regret to inform you that we will not be implementing this submission at this time.


    We truly value your input and encourage you to continue sharing any future ideas with us.


    Thank you for your understanding.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  2. Add an email and oneclick option to the linked documents screen

    When clicking on a the number next to a linked document it will show you all the files that are linked together.

    Can the email and publish to oneclick buttons be added to this screen so that there is an easy way to send these files to a client. At the minute the only buttons available are print and unlink.

    9 votes
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    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →

  3. Ditching the voting system and making changes if they make sense

    How many users actually have the time or inclination to access user voice, out of our 85 user firm, I'd say 2 people use it. If this is representative of other firms, it means very few users speak up and therefore it is very difficult to ever get any traction on requests. Some requests just make absolute common sense, so I dont know why we have to wait for the backing of other votes if it just makes sense?

    I would say ultimately it is starting to tell that the lack of modernisation and upkeep with what users now expect,…

    41 votes
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    Declined  ·  1 comment  ·  CCH Practice Management  ·  Admin →

  4. Add extra fields to job management screens

    I would like to be able to add (custom) extra fields that I've created in the client information, into the job management screens.

    So that, for instance, I can include in the VAT job management screen a column showing which clients have a DD set up to automatically pay their VAT, or whether any clients are on the Flat Rate VAT scheme (and if so, at what % rate).

    Or for another example a column to show what bookkeeping software is used for each client (Xero, QB, Sage, in-house)

    3 votes
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    Declined  ·  0 comments  ·  CCH Practice Management  ·  Admin →

  5. Create a CCH Document Fililng plug-in for pdf software

    (e,g, Adobe?) to allow upload to Doc Centre direct from the pdf document (as we have for Word, Excel)

    40 votes
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    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

  6. Doc Centre and Employee Records

    It would be good if the fields from the Employee Records were available in the doc Centre ie suffix and also if you create and extra field, that should become available

    3 votes
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    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

  7. Mobile App scans to DM

    With the current massive increase in home working it would be great to have a mobile app that would scan documents direct to DM - like Adobe Scan transfers documents direct to the Adobe Cloud

    4 votes
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    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

  8. Increase number of divisions allowed to more than 10

    There is a current limit on the number of divisions allowed, being 10. We have some cases where the requirement is more than this and so we would like to see the number of divisions increased.

    3 votes
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    Declined  ·  0 comments  ·  CCH Central  ·  Admin →

  9. Validate button rather than automatic

    Is it possible to have a validate button instead of the program validating automatically. When I add a manual tag it then takes 5 secs to validate that one take. This is quite annoying and time consuming. Therefore would be good to have a button or something to turn off automatic validation so we can add all the tags then hit validation to chek for errors? Cheers

    3 votes
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    Declined  ·  0 comments  ·  CCH Review & Tag  ·  Admin →

  10. Scanning from Desktop Scanner PDF version 1.5 OS clients unable to open PDFs

    Suggest using version 1.7

    6 votes
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    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →

  11. Popup message on screen when opening a client showing client specific messages

    I think that it would be helpful to have a message popup on screen when opening a client with specific requirements, eg all mail to be sent recorded or bereavement - do not contact, I think it should pop up on screen regardless of which tab opens first i open with Document Centre others open with Main for example

    4 votes
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    Declined  ·  0 comments  ·  CCH Central  ·  Admin →

  12. Link with practice ignition

    Central or practice management - Ability to link with practice ignition so we can speed up client on-boarding, engagement letter generating and client sign up for payments.

    This may be something for Oneclick??

    8 votes
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    Declined  ·  3 comments  ·  CCH Practice Management  ·  Admin →

  13. closed clients tick box on uploading of Documents

    When uploading documents, it would be a good idea to have a tick box that allows you to show or hide clients that are closed. Many times we have had people complaining because they have saved something in a client which is actually closed and no longer active. The standard line through the client would suffice.

    10 votes
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    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →
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