79 results found
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Company details and signature automatically added to portal message similar to emaisl
When sending a portal message it would be good for our company details and the signature of the person sending it to automatically apear at the foot of the message. Similar to emails.
2 votesThank 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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Documents tile for employees
On the online OneClick portal, clients see a messages and documents tile and then can click further into that and see a 'documents' tile with outstanding documents. It would be great if this could be mirrored for CCH users, so we can internally see documents. If we want Directors to sign accounts, it would be easier for them to find directly from a documents tile.
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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Improve e-sign User Experience
E-SIGN ISSUES - It is NOT clear to clients that they have to click the small box next to the document link to activate the green e-Sign button - This needs to be made clearer in some way, as several clients struggle with this step Suggest that when the client clicks the document link it downloads the document but also shows the Green e-Sign button to allow the client to sign
60 votes -
Add recipients during e-sign setup
We need to be able to edit recipients so that we can add a recipient in whilst setting the signing prompts. At the moment, if you realised there are two signing whilst you are in the document, you have to start the whole process again.
38 votes -
Manual reminders sent to client
We need to be able to RESEND a document as a reminder to the client to sign – it would be preferable that we do this manually so it is easier for the client to locate in the inbox after a reminder phone call. We DO NOT want automated reminders as this annoys clients.
43 votes -
Improve Client account set up user experience
In the Activation box, instead of Your Password, can it say “Create a password here” in the box as clients tend to think that they already have a password
27 votes -
Add note to users that WK Account Recovery Codes Must be saved
At the Recovery Codes point, please add you MUST save these codes
16 votes -
Internal e-signing within central
Since the introduction of internal e-signing we have trialled putting the accounts report to be e-signed by partner once the client has e-signed the accounts. It isn't practical for the partner to log in to the portal via Browser, locate the message and e-sign the document, it's too time consuming.
This feature would be great if it were in Central and the employees signature be applied with a few clicks.
4 votesThank you for the idea. We'll monitor the response and use it to help shape our future roadmap.
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Green / Grey Circle also needs an alternative
For users that are red/green colour blind, identifying the difference between grey and green is extremley difficult.
ideally in the field chooser having the wording one click status to be 'activated' or 'pending' would be a suitable alternative for those who cannot differentiate the circle colour.7 votes -
Reduce Automated notifications to Clients
Currently, if we upload 10 documents for e-sign to a client within one message, they will get 10 separate automated emails to tell them they have a document to e-sign. Would it be possible to improve the algorithm so that only one email is sent per message?
1 vote -
Bulk Update - Can Correspond With Client
Instead of having to go into each clients Message Centre individually and having to tick > Client Team > Can Correspond with client.
It would be useful and save a great deal of time to be able to do this via the Bulk Update option. You can do it with Client Teams but this doesn't flow through to the Client Team section for correspondence
6 votes -
Ability for a client to mark a message as dealt with/done
I have just had a call with a client who we act for personally and who we also act for several businesses. He has asked if its possible for him to mark a message or document from the client side of things as dealt with/done as when he logs in he is getting frustrated by not remembering if he has dealt with the message or document we have sent him.
4 votes -
Filter messages
Would it be possible to filter the messages to show only those that are unread.
3 votes -
Convert from Client to Contact without deleting OneClick Account
A client may decide for us to no longer undertake their personal Tax return but continue for us to produce accounts for the Limited Entity. Therefore they should be a contact, You cannot convert a Client with an Open OneClick account as apparently it has to be deleted. This also causes an issue if they are the only associated individual. Removing the association also has ramifications on Co Sec.
6 votes -
Use of a Trusted Device option
As with other financial institutions, the option to have a "Trusted Device" to allow simpler login for any future app/web development. Allowing a client to access their account with a shorter passcode/face recognition/fingerprint.
32 votes -
Date record on OneClick Activation
There is no date record of when a OneClick Activation has been issued, also when an Activation email has been re-sent. Clients could potentially get several requests by different employees really annoying and confusing them.
Also in respect of un-Suspended clients, they apparently get an email but again there is no record nor how they should deal with that. There should be date records of what actions have taken place.
3 votes -
Client Email Notifications
Our clients have feedback that they would like to see a subject title or details of what the portal message is in portal message notification. We would like the CCH portal message that notifies you that you have a portal message to say:
(Sender) has sent you a message regarding (the subject of the message). To view this message please access the client’s message center within CCH Central.
If we can not have the subject of the message then can we have a list of choices to select e.g. Fee. Accounts, P11D, Tax return etc
22 votes -
Notification when client doesn't wish to sign up for OneClick
• At present those clients that have clicked the link and then activated but decided not use it will notify the practice that they do not want to use it and cannot be clearly marked as this being the case to avoid them being invited again. We are aware that they can add a field into central but they would prefer something around the status column on client list that stands out - Maybe a red status option for when the status is not green or greyed out.
128 votes -
Ability to blind copy (bcc) contacts into messages
It would be helpful in certain situations to bcc recipients into messages so that they can see that something has been sent, but without becoming embroiled in the rest of the message chain.
13 votes -
Clients want save message as draft
A client has complained that if she is interrupted when creating a message it times out after a period of time and she loses what she has typed. It would be useful to have a save as draft option for them.
173 votes
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