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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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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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3 results found

  1. Linking own created workflows to the Tax Return Status

    We have created our own workflow for completion of ITR - why can we not link the Tax Return Status which was an old legacy system in with the new workflow? Ie on submitting a ITR why can't our created workflow auto update when the status auto updates Accepted by FBI on submission of an ITR?

    7 votes
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    Completed  ·  2 comments  ·  CCH Workflow  ·  Admin →

  2. Bulk update of personal tax workflow from homepage

    There is no way to select multiple clients on the homepage of personal tax workflow and update the step e.g. "Information requested" for the selected clients. It will only do it one by one. This is time consuming where a batch of information request have been sent out for example to Trust clients. Also it would be useful where we want to move steps along quickly for a group of partners or beneficiaries.

    9 votes
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    Completed  ·  0 comments  ·  CCH Workflow  ·  Admin →

  3. Make more workflow fields visiible in reporting; especially the #task number

    8 votes
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    Completed  ·  1 comment  ·  CCH Workflow  ·  Admin →
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