96 results found
-
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
-
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.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
-
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
-
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 -
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 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 -
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 -
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.
-
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.
-
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 -
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 -
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 -
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 -
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 -
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 -
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
- Don't see your idea?