96 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
59 votes -
Custom merge fields in message templates
Templates - can we have the ability to create our own merge fields as managers would like their qualifications on the sign off. We would also like to be able to add a field that pulls through the CT filing deadline (i.e. 9 months and 1 day)
35 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.
36 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 -
Mandatory 2FA when client activates their account
In order to make the activation process easier, please remove the option to do the 2FA process later as this has to be done straightaway in order for the client to be fully activated. This is causing a lot of confusion and then causing further issues as clients are leaving the 2FA until later, then they are not set up which is then becoming an issue when we are sending the documents to sign.
29 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 -
Improve the user experience for e-Sign when amending the signature
Several clients have said that the signature is unprofessional so please can the CHANGE SIGNATURE OPTION BE MADE MORE OBVIOUS, as currently you have to click on the auto signature to get the Change signature option up.
18 votes -
Improve the e-sign user experience on Mobile devices
At the final “FINISH” step we found we had to turn the phone horizontal to be able to fully see FINISH instruction. Please can the visibility be made better so it can be clearly seen on a mobile phone as most clients use their phones to complete the e-Sign process
17 votes -
Improve e-Sign user experience on Mobile devices
Visibility on a phone is difficult and when you click the arrow to take you to the signing prompt you still have to scroll down to view the signing prompt area and this is not obvious to most clients. Please can it go directly to the signing prompt to avoid any confusion.
13 votes -
Improve the e-sign User Experience on mobile devices
The e-Sign and Submit and navigating arrows Icons are not obvious on a mobile phone. Can the arrows be replaced with the word NEXT and the e-Sign Icon needs to say E-Sign, rather than being a pen symbol as this is not obvious what the icon actually is.
15 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
14 votes -
Improve the 2FA setup user experience for Clients
Please can you put the 2FA options in a different order so that SMS is the first option, the Authenticator App 2nd and the E-mail last (this is because most clients are not yet familiar with the Authenticator App
13 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 -
Option to turn off the automatic email when a client's account is suspended in CCH OneClick
When a client is suspended in CCH OneClick, they automatically get an email to let them know their account has been suspended.
There are situations where we don't want the client to be notified.
Could we have the option to turn off the automatic sending of the email.
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 -
Option to set a delivery date/time for oneclick messages
Can we have an option to set a delayed delivery date/time for messages in Oneclick, so bulk messages can be prepared in advance and sent at the date/time specified?
0 votes -
A read received for documents viewed not just messages viewed
At the moment we can see who viewed a message uploaded in oneclick (via website - not central) which is handy for audit trail purposes. However, a similar read (date and time stamp) would be useful where a client might bypass the message tile and go straight to the documents tile on oneclick and just download / view the documents there. We find this is useful where we are uploading documents (e.g. monthly payroll) that do not require approval.
3 votes -
More controls over what Digital Data Requests the client sees
We need the ability to add additional sections for a client to fill out within the DDR panel. Currently it only lists what was included in the client's previous year's Tax Return but we need to be able to adapt it for times when we know a client's circumstances have changed before we send out the DDR.
1 vote
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