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← Wolters Kluwer Tax & Accounting Product Feedback Forum

| 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.



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How can we improve CCH OneClick?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
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Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

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

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6 results found

  1. Add note to users that WK Account Recovery Codes Must be saved

    At the Recovery Codes point, please add you MUST save these codes

    16 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    Please feel free to share any further ideas or suggestions, as we always value your input.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. Ability to add an Associated Contact to an existing thread where they were not included at the start.

    Where a thread is set up and only includes some of the Associated contacts it is impossible to add further client Associations to the thread. It would be very helpful if this could be changed.

    4 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    When you reply back to a message you can add other people into that chain


    Please feel free to share any further ideas or suggestions, as we always value your input.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. Please feed the Salutation field within Email Template messages from the associate contact record and not the main company

    the salutation field is apparently fed from the main company record yet the title, first name and last names are fed from the associate contact. It would be helpful for this at least to be noted on this screen but ideally for the salutation to be fed from the associate contact recipients

    10 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    Please feel free to share any further ideas or suggestions, as we always value your input.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  4. out of office

    Out of office notification.

    Currently this is only visible to clients when they are creating a new message. This should also be visible to a client when replying to a message.

    7 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    Please feel free to share any further ideas or suggestions, as we always value your input.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  5. Forward Portal message to other users automatically

    Can you add a way to automatically forward Portal messages to another user if you are of the office?

    6 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    Please feel free to share any further ideas or suggestions, as we always value your input.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  6. Notifications that a message has not been read

    It would be nice to know if a portal message is still unread after, say, a week. Perhaps a notification into the Portal inbox of the original sender?

    19 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
    Already Exists  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your submitted idea already exists


    Thank you for sharing your idea with us! We truly appreciate your creativity and interest in improving our software products.


    However, after reviewing your submission, we found that a similar suggestion is already in place. To avoid duplication, it has been merged with that suggestion.


    This information is available to view in CCH Central


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

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