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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on. 


First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.


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home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.



| CCH OneClick |

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How can we improve CCH OneClick?

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5 results found

  1. 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
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    Acknowledged  ·  0 comments  ·  DDR  ·  Admin →
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  2. 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
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    0 comments  ·  DDR  ·  Admin →
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  3. 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
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    0 comments  ·  DDR  ·  Admin →
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  4. 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 project

    2 votes
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    1 comment  ·  DDR  ·  Admin →
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  5. Digital Data Review

    Need the facility to be able to print the data / create a pdf. For instance, client just sent info with a long list of Gift Aid payments, they CANNOT be imported directly so you need to manually enter them. A pdf would make life so much easier and allow for an audit trail without revisiting the OneClick website to verify the entries.

    6 votes
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    Acknowledged  ·  2 comments  ·  DDR  ·  Admin →
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