81 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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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.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.
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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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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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 -
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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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 votesThank you for your suggestion. We'll monitor the responses and take this into account for future feature planning.
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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 -
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 -
Sorting of VAT Periods in One Click
While it is possible to sort the columns on the VAT Client screen manually there appears to be no logic to the default order in which periods appear. Surely the default position should that the periods are sorted by the due date, with the latest at the top. It is frustrating that you have to click on multiple screens. It is also frustrating that the user choices of sorting are not retained.
3 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 -
DDR download
I'm really suprised this isn't a feature already but, we need the ability to bulk download documents attached to an income source on the DDR. we have the ability to download in bulk from M & D but not on the DDR Attachments.
3 votes -
DDR for new clients
We need to be able to send a Digital Data Request to a new client. Currently it is only possible to send a DDR to a client we have already done at least one Tax Return for.
1 vote -
The DDR sections need to be the same as the prior year's Tax Return
The Digital Data Request does not include prompts for all sections from a client's prior year's Tax Return. The list of fields a client can fill out and upload records for this year should match the sections from their prior year's Tax Return. Currently, DDR does not include an option to add info relating to Benefits in Kind which means they just don't add the info. This is like sending our clients an Aide Memoire but with bits missing.
2 votes -
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 -
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 -
VAT surcharges, penalties and repayments shown on VAT history
On the VAT Digital Account display surcharges, penalties and in the Liability history, and details of such payments against these.
4 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 -
DDR Upgrade Suggestions
It would be good to have the following available in the DDR:
L&P - an attachment box for each expense
P11Ds - nowhere to put this
Notifications linked to the team rather than whoever sends the DDR's, most practices will run this as a project2 votes
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