Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

| 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 .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
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 |

Categories

JUMP TO ANOTHER FORUM

(thinking…)

How can we improve CCH Central Suite?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6 results found

  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →

  2. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  0 comments  ·  CCH Document Management  ·  Admin →

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

    Suggest using version 1.7

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →

  6. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Declined  ·  1 comment  ·  CCH Document Management  ·  Admin →
  • Don't see your idea?