16 results found
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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 votesCompletion of your idea implementation
We’re excited to inform you that the work to implement your submitted idea has now been completed!
We truly appreciate your input and are excited to see it in our software product.
Thank you again for your valuable contribution!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Practice able to Counter Sign the Accounts via OneClick
Our normal procedure is to get the Partner to approve/sign the Accounts before submitting to CoHo (especially Audited Accounts).
Since we’re doing electronic approval via OneClick with the client how about adding the fuctionality for the Partner to sign off the Accounts elecrtonically too?
5 votes -
OneClick System Inactivity
We have an outstanding defect with OneClick whereby the system should log you out after a period of inactivity but it does not.
Our internal National Information Security team is aware of the issue and are currently expecting it to be fixed by Wolters Kluwer. Wolters Kluwer is able to provide a fix by changing the idle timeout only to 20 mins instead of 15 mins which is our requirement.
When we highlighted this to our internal National Information Security team, they said the idle timeout option should be configurable and not specific to any clients/ customers.
3 votes -
Make OneClick compatible with Safari (Apple products)
At the moment clients can't access OneClick using an iPhone, iPad or Mac. It would be really useful, as this is a leading browser, for OneClick to work with Safari and thus being available to all clients when looking at their phones/iPads etc.
19 votesThank you for the comments on this idea.
We do support Safari browsers, as can be seen here: https://help.wolterskluwer.co.uk/Customers/s/article/CCH-OneClick-Supported-Web-Browsers
As such, we're closing this idea in UserVoice.
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Improve firm's branding on AAA Login page as it looks atrocious
Currently our firms logo only appears on the top left and the rest of the form is centred so it looks really bad. Also there don't appear to be any other branding options for the AAA login page to match our firms branding other than the logo unlike the old Portal login.
5 votes -
Move documents to permanent folder without saving to document centre
When we receive files from clients on message centre, we would like to move them from the shared folder to a permanent folder without saving them on the doc centre. Sometimes clients send in a lot of files that would just clog up the doc centre.
1 vote -
Admin POV: Notification When Message has Failed to Send (Red Light)
Recently we have had an issue with a user sending an email to a client, the user got the popup window saying that the message had been sent. Later found out that the client never recieved to message.
Looking in the Message Tracker we could see that it had a Red light (not been sent).
From an IT/Admin POV we would like some kind of alert or notification that a message has failed to send.32 votesCompletion of your idea implementation
We’re excited to inform you that the work to implement your submitted idea has now been completed!
We truly appreciate your input and are excited to see it in our software product.
Thank you again for your valuable contribution!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Make the reset password process easier
Make the reset password process easier for clients. At the moment, they receive an email with a temporary password - which they struggle with. Can they not simply be emailed with a link that takes them straight to a page where they can enter a new password?
7 votes -
Automatically convert documents to PDF for Portal
If a user tries to publish a word document to portal they should get the option to convert to a PDF at the upload stage rather than have to create a PDF collection first
28 votesCompletion of your idea implementation
We’re excited to inform you that the work to implement your submitted idea has now been completed!
We truly appreciate your input and are excited to see it in our software product.
Thank you again for your valuable contribution!
Best regards,
Product Development
Wolters Kluwer UK TAA
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Making Tax Digital - Control and Reporting Tool
We would like to be able to use the database reporting facility or even a workflow to report on when clients are likely to be affected by MTD. i.e. based on their entity type and turnover (I accept that the VAT element isn't compatable). This information along with the AP end date is all in the database already and we dont want to reinvent the wheel in trying to extrapolate this. I would have thought CCH would need to be "on this" for 2018 in any case? In summary, a report of what clients are affected and when.
18 votesThis is now available in Central.
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message centre - message box
Our users would find it useful if this box was bigger or able to be scaled to aid ease of use.
11 votes -
Digital Signature page attached when documents are approved
It would be better if a Digital Signature page was attached when documents are approved rather than just an approved statusl showing in the Document Centre once the document has been approved. We are used to a further page attached to the approved document so that we can provide evidence of what they have approved if there are any queries.
7 votesWith eSign, this is now possible
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Default to "Save As" when downloading Portal data to avoid spread of malware!!!
We have been informed by CCH Support that when documents are uploaded onto the Portal, they are NOT scanned for malware.
Given that this poses a high risk of inadvertently downloading malware, there should be a large warning message advising the user that the Portal has NOT scanned the document(s) for malware, and that users are strongly advised to choose "Save As" when downloading the document, and to scan the document using their own up-to-date malware software BEFORE opening the document. By choosing "Open" any risk of malware is automatically downloaded and installed.
Ideally, the Portal should always default to…
13 votesThis is now in place by default as part of CCH OneClick
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Portal Tutorial - Add to the help an option for staff to have a link access to the portal tutorial from within Central.
At the moment only a Client can see the portal tutorial from the website it would be useful for our staff to also see this to assist in understanding how our clients view and use the portal.
7 votesThis is now available in Messages and Documents
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Rich Text formatting for new portal messages
Currently, we only have access to the rich text formatting options when creating a message template. It would be very useful to have the rich text formatting options available when creating a new portal message that's not based on a template.
4 votesThis is now available in Messages and Documents.
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Open Integration with FreeAgent
I subscribed to the software thinking FreeAgent was compatible. Nearly all my clients are using FreeAgent and are happy so do not want to transfer them to another software provider.
3 votes
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