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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. 


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| CCH OneClick |

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How can we improve CCH OneClick?

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6 results found

  1. Bulk suspension / deactivation

    Just as there is a bulk activation option, there should also be a bulk deactivation too.

    We have almost 200 clients to remove Oneclick functionality for and this looks to be an incredibly laborious exercise.

    There also needs to be a way to suspend / delete Oneclick accounts silently without sending any notifications spamming the client!!
    Currently the system want to email each contact x each role x each client as per https://help.wolterskluwer.co.uk/Customers/s/article/CCH-OneClick-Why-did-my-suspended-client-receive-multiple-emails-advising-that-they-had-been-suspended.
    This is completely ridiculous and highly unprofessional spamming.

    2 votes
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    0 comments  ·  Client Workspace  ·  Admin →
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  2. Videos need to be able to be uploaded

    Hi

    With all the enhanced CDD we need to do. We have to ask our overseas clients to send us a video of them with their photo ID. We would have expected this could be done through the portal but it appears it can't

    Can this be added please.

    1 vote
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    Acknowledged  ·  0 comments  ·  Client Workspace  ·  Admin →
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  3. Just one document approval email

    If we send a message to a client with 4 documents requiring approval, and the approval reminder service is switched on, it would be better if just one reminder email was sent to the client. Rather than them being bombarded with 4 separate emails all saying exactly the same thing. The emails are not specific to the document anyway so there is no need for several, it just annoys the clients.

    2 votes
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    0 comments  ·  Client Workspace  ·  Admin →
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  4. A more obvious indicator in CCH for live OneClick clients

    At the moment you have to view a client through the CCH client search facility to see if there is a green symbol next to their name, or click into associated and click on OneClick status to see if they are pending or live.
    These methods aren't the most practical and it would make more sense for the OneClick status of a client (along with date of activation) to be more obvious, e.g a coloured banner at the top, or the green symbol displayed at the top when viewing any of the tabs within a client.

    32 votes
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    2 comments  ·  Client Workspace  ·  Admin →
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  5. Personal details from Central to show on clients oneclick

    Clients can then access details without having to contact us i.e. NINO, UTR etc and also can let us know if any information is incorrect.

    Perhaps add the ability to alter some details on the portal and Central to be updated and an e-mail notification to the practice.

    6 votes
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    Acknowledged  ·  2 comments  ·  Client Workspace  ·  Admin →
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  6. Portal Message Centre for Un-activated clients

    Would it be possible to diable the ability to send portal messages to contacts who are yet to activate their portal?

    At the moment, as long as you have sent them the activation link, regardless of whether they have activated or not, you can send a message.

    25 votes
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    4 comments  ·  Client Workspace  ·  Admin →
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