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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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How can we improve CCH Central Suite?

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2 results found

  1. Allow documents/papers to be rolled forward on year-end, like notes.

    Documents e.g. excel working papers or client info should be able to have a tick to roll forward on year-end like notes do.
    It is a pain to have to go back through DM to re-add last year's papers.

    41 votes
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    Proposed  ·  1 comment  ·  CCH Working Papers  ·  Admin →
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  2. Allow WPs to be used in the Personal Tax module

    Proper ordered management of all the various documents supplied by clients would greatly help the review stage of a Tax Return - especially for those staff who had not prepared the Return. Tailored sections (to suit each firm/practice) for keeping standard WP files for all clients would make life much easier - as with CCH Audit Automation (ProAudit) and CCH Working Papers Management for Accounts Production. Thanks!

    7 votes
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    2 comments  ·  CCH Working Papers  ·  Admin →
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    Proposed  ·  Dean Shepherd responded

    Hi Gary

    We have a very exciting project in the early stages of development right now that we think will revolutionise the collation of documents for personal tax.

    Within that functionality will be concise document management to simplify the review process.

    Watch this space!

    Dean Shepherd ATT CTA
    Senior Product Manager
    Wolters Kluwer

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