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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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4 results found

  1. When the WF is used to generate emails, it would be useful to be able to copy in specific CCH users to notify them that emails have been sent to clients.

    The copied in users are then pre-warned that client may contact them regarding the email that has just been sent.

    1 vote
    How important is this to you?
  2. Closing a client should promtp to close all open workflows, joblines, and tasks. At the moment you can close a client with a part completed tax return workflow.

    Also it shoud not be possible to create a tax return when a client is closed (currently it is).

    20 votes
    How important is this to you?
  3. 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
    How important is this to you?
  4. It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.

    12 votes
    How important is this to you?
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