110 results found
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Add recipients during e-sign setup
We need to be able to edit recipients so that we can add a recipient in whilst setting the signing prompts. At the moment, if you realised there are two signing whilst you are in the document, you have to start the whole process again.
38 votes -
Manual reminders sent to client
We need to be able to RESEND a document as a reminder to the client to sign – it would be preferable that we do this manually so it is easier for the client to locate in the inbox after a reminder phone call. We DO NOT want automated reminders as this annoys clients.
43 votes -
Improve e-sign User Experience
E-SIGN ISSUES - It is NOT clear to clients that they have to click the small box next to the document link to activate the green e-Sign button - This needs to be made clearer in some way, as several clients struggle with this step Suggest that when the client clicks the document link it downloads the document but also shows the Green e-Sign button to allow the client to sign
60 votes -
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 -
Option to set a delivery date/time for oneclick messages
Can we have an option to set a delayed delivery date/time for messages in Oneclick, so bulk messages can be prepared in advance and sent at the date/time specified?
0 votes -
More controls over what Digital Data Requests the client sees
We need the ability to add additional sections for a client to fill out within the DDR panel. Currently it only lists what was included in the client's previous year's Tax Return but we need to be able to adapt it for times when we know a client's circumstances have changed before we send out the DDR.
1 vote -
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 -
Option to turn off the automatic email when a client's account is suspended in CCH OneClick
When a client is suspended in CCH OneClick, they automatically get an email to let them know their account has been suspended.
There are situations where we don't want the client to be notified.
Could we have the option to turn off the automatic sending of the email.
3 votes -
Grid column size adjustable in the grid for attaching files
Ability to adjust the grid column size when attaching files in a message would be good as they are all fixed especially the file name column.
1 vote -
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 -
Have the option to select all documents for approval
When sending a message on OneClick with multiple documents attached it would be good to have the option to select them all as needing approval rather than having to tick each one individually.
5 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 -
Convert from Client to Contact without deleting OneClick Account
A client may decide for us to no longer undertake their personal Tax return but continue for us to produce accounts for the Limited Entity. Therefore they should be a contact, You cannot convert a Client with an Open OneClick account as apparently it has to be deleted. This also causes an issue if they are the only associated individual. Removing the association also has ramifications on Co Sec.
6 votes -
Date record on OneClick Activation
There is no date record of when a OneClick Activation has been issued, also when an Activation email has been re-sent. Clients could potentially get several requests by different employees really annoying and confusing them.
Also in respect of un-Suspended clients, they apparently get an email but again there is no record nor how they should deal with that. There should be date records of what actions have taken place.
3 votes -
Internal Notifications (e.g. message for review)
At the moment, when a message is sent for review to another employee, there is no detail of which client this relates to or what the message subject is.
It would be good to give notifications the option to add client specific detail and also the ability to know who has been copied in to any message.
1 vote
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