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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 .


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 |

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81 results found

  1. Adding Cash residue when starting a new portfolio.

    When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta

    6 votes
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    Under review  ·  1 comment  ·  CCH CGT & Dividends  ·  Admin →
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  2. Reporting from Online Filing

    It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.

    23 votes
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    Under review  ·  5 comments  ·  CCH Personal Tax  ·  Admin →
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  3. Bulk Billing

    It would be very helpful if the bulk billing section worked rather than having to invoice individually

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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  4. Merge Document save as PDF

    On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.

    1 vote
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    Acknowledged  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  5. email

    I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!

    Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…

    4 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  6. Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  7. Email encryption

    Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  8. Enable drag and drop of docs from DM to Windows (desktop or email)

    5 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  9. Microsoft Power Platform Connector

    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
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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  10. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  11. Assignment Frequency & Algorithm

    Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.

    3 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  12. Exclude Closed Clients on Email filing

    When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!

    4 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  13. Personal Tax Review Tool

    The review tool is great for keeping review points within the system and reducing time spent, it would however be good to see the following:

    -Audit of who has added notes on the PDF report
    -A place to add general notes not necessarily associated to a source of income
    -HICBC - this doesn't seem to be picked up as missing when in the prior year?

    This would enhance the product a great deal, Thanks

    9 votes
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    Proposed  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  14. When "email already filed" message comes up add Doc iD in message

    Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  15. Reduction in scan quality

    The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
    Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  16. Partnership - Contacts - Employee

    Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  17. Add inactive option to internal partner list to remove ex-partners

    Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.

    5 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  18. Hi i was just wondering when ITS 52600 is likely to be fixed?

    1 vote
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  19. Support Microsoft 365 AutoSave functionality

    Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.

    3 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  20. No exception report when deleting job

    When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.

    8 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

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