5 results found
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Suppress Accountant in Company Information
Would like to be able to suppress Accountant section in Company information as a user in a non-practice environment.
1 voteYour idea submission has been started
We’re pleased to inform you that, following a thorough review and proposal, work on implementing your idea has started.
We’re excited to implement your feedback and will keep you updated as progress continues.
Thank you again for your valuable input!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Biometric User Guide
Of about a dozen requests sent to clients about 60% have failed for one reason or another. This means I have to investigate and advise client and/or seek alternative methods. I am therefore having to builds a Frequently Asked questions or Frequent Errors and how to prevent them document - all something CCH or AplyID should do for us as they should know.
As I have an outstanding support ticket on this subject for over a week now I am marking the priority as low because I am looking for a better alternative software provider for this. I would have…
1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Notification Emails
We have recently been using the CCH iFirm for our AML checks. We have recently started receiving automatic emails stating whether the check has been completed or not.
Software should have an option for user not to receive notification emails. Would be enabled with a tick box option in the user profile.
1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Integration with Microsoft Copilot
CCH iFirm Integration with Copilot
1 vote -
Zapier Integration
CCH iFirm integration with Zapier for automated workflows
0 votes
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