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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. 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.



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How can we improve CCH OneClick?

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67 results found

  1. Easier filing to DM for Portal documents

    To file a document in DM you currently have to click Documents, go to the correct folder, select the document then Move to DM – it’d be so much easier to have an icon next to the document in the preview panel

    7 votes
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    Acknowledged  ·  0 comments  ·  Messages & Documents  ·  Admin →
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  2. Enable client to view documents they attach to a message before it is sent

    Currently a client is unable to view the documents they have attached to their message prior to pressing send, which meant they were unable to check that they had included the correct documents.

    I am aware that when I use the Messaging Centre to send documents to clients there is a hyper link to all the attachments which can be viewed prior to pressing send.

    Can we enable this feature for clients?

    9 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
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  3. Seperate "delete draft messages" and "delete messages" security permissions

    Currently, you are only able to delete draft messages if you have both "delete draft messages" AND "delete messages" task permissions ticked.

    We do not want any messages deleted, but if mistakes are made in a draft message and need to be deleted, it would be useful if the person who drafted it could do so.

    13 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
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  4. Associate contact saluation

    could we please have an option to use the Ass Contact Salutation within the message template? Currently the Client Salutation is the only one available

    6 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
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  5. where the non activated users that have signed up for the Portal, can they get an automatic message reminding them to sign up

    29 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
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  6. Reminders for documents pending approval

    It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.

    Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.

    6 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
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  7. Portal - if message has been read or a tick to ask if the message has been read

    It is important to know if the message has been read as presently the only way to know is by phoning the client. Or there should be a tick to let us know when a message has been read. I know we get to know if the doc are approved but need to know if messages we sent have been read.

    3 votes
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