5 results found
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contact
Be able to delete a contact record where they have been activated for OC previously for an entity eg ltd co.
Currently once their OC has been suspended I have been told by Support we need to convert the contact to a client, re-activate them, suspend OC, delete OC and then convert back to a contact to them be able to delete the contact.
Should there not be a simpler way to delete a contact who has previously been activated for OC?! It seems like quite basic functionality has never been added.
3 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.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Allow us access to client's recovery codes
A lot of clients do not save their recovery codes and if they have changed mobile device they cannot get their authentication code from the app or via text message. We then have to a raise a case to request two recovery codes, one for the client to log in and the second to change their authentication method once logged in. Sometimes we are not always sent two codes and only sent one so we have to request the second again. This can be time consuming especially if a client has urgent accounts to approve for filing. It would be…
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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Allow us to access client recovery codes
Can you please allow us to access clients recovery codes.
Having to log a support call whenever they are needed is a frustrating waste of time, especially during busy periods, and onoly frustrates clients more.6 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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When there is a signing order, emails should only be sent once the document can be signed.
At the moment, if you set up the signing order 1,2,3, all 3 people get the notification to e-sign at the same time. However, if person 3 logs in, they cannot sign it yet. It would be better if the email was only generated at the point where the document is actually ready to be signed by that person.
3 votesYour 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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Suspending an employee's OneClick account
Currently when suspending an employee's OneClick account you only have the option to replace that employee with another for the OneClick team. What happens if you don't know the replacement yet or your firm has decided not to replace that employee because they are more junior or a member of the admin team perhaps? The solution that was given was to just replace with anybody, well that doesn't always work and you don't want your clients to see a random person in their team. The alternative is to change the employee's email address so when they try logging in they…
23 votes
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