110 results found
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More descriptive password prerequisites for OneClick account creation
Client struggled to set password on a new OneClick account on the account creation page for multiple days because they were using the £ symbol.
Message they had was just "special symbol". They were confused because they were using one and so thought they were doing it correctly. This issue is simple, the error message is vague and there isn't any instructions on the page as to what symbols are/aren't allowed.
Interestingly when a OneClick user is going through the password reset process and they use an invalid symbol there the error that is displayed is "The password contains invalid…
3 votesThank you for your feedback on this matter. We're reviewing to see what we can do to rectify this and will update once we know more.
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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.
2 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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Portal - if message has been read or a tick to ask if the message has been read
It is important to know if the message has been read as presently the only way to know is by phoning the client. Or there should be a tick to let us know when a message has been read. I know we get to know if the doc are approved but need to know if messages we sent have been read.
3 votes -
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 -
incoming email notification to include a link to the message
If you're in the office at the point that a message arrives then you'd likely receive the yellow pop up. However, if you receive the email notification when working remotely then it'd be helpful if it included a shortcut to view the message within your OneClick web page.
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 -
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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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
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