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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.



| CCH OneClick |

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How can we improve CCH OneClick?

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Enter your idea and we'll search to see if someone has already suggested it.

4 results found

  1. 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.

    2 votes
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    0 comments  ·  Other  ·  Admin →
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    Acknowledged  ·  System responded

    Thank 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

  2. 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.

    2 votes
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    0 comments  ·  Other  ·  Admin →
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    Under review  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    Your 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

  3. 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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    3 comments  ·  Other  ·  Admin →
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  4. Multi Factor Authentication Activation email

    Multi Factor Authentication Activation email

    The line where it states that the activation code is only valid for 5 minutes should be in bold, so that this is really clear to clients.

    1 vote
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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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