81 results found
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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 -
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 -
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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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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Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2 votes -
Resend/Reminder Messages Ability
Please would it be possible to resend a reminder to a client regarding a portal message you have sent them as it would be useful to be able to do this if the client doesn't read it rather than having to produce the message again.
Thank you
2 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 -
Switch off client filter in MTD OneClick by default
When going into MTD on OneClick and then under all clients there is a default filter entered to show your own clients. Would it be possible to please switch this filter off as its rather annoying having to clear the filter before being able to search for clients. Most of our staff submitting MTD returns aren't listed as a partner so doesn't really help them.
1 vote -
Client Team details
As well as the team member names being visible practices should also have the option to make other 'contact' fields in Central visible (e.g. telephone, mobile number, email address, role). You should then be able to configure what is visible in terms of these fields at a Practice wide level and then also on a client by client basis.
1 vote -
Reporting on CCH Portal fields.
Include more available fields in terms of Portal, such as the date that an activation email was sent to a client. Ideally any fields in Central used by Portal should be available to report on.
1 vote -
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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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 -
Audit trail on portal documents
Like the document centre allow us to see who has opened the document, who has saved the document into central document system etc.
1 vote -
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 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 -
Change notification default email
It would be great if you could change the default email from notifications@accountantspace to a partner/manager email address so it avoids the OneClick email going to junk and clients can easily find the email.
1 vote -
1 vote
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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 -
Associated contacts and Data request
When adding Data request to an individual the associated contacts for messages are also able to see the request. This should not be automatic, there are various GDPR issues, as this is personal income sources.
Associated contacts may include 3rd party (e.g. mortgage brokers) where they are only sent selective information such as tax overviews, not full details.
Associated contacts shoudl never have full information.
1 vote -
MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD
Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.
A similar feature in OneClick would be needed too.
0 votes
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