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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.


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
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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108 results found

  1. 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
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  2. Outlook Plugin + Guest access for 3rd Parties

    To improve the practices users experience of using the portal I feel it would be better to add "Secure Portal Messaging" to the current Outlook plugin that CCH current has in place. Most users know how to use Outlook and would open up more options for users to be able to use formatting within messages obviously the client would still need the webpage for messages. As a secondary side to this point, it might also be worth adding in a "Guest" access for the portal for people who aren't apart of the client. In our case sometimes we need to…

    4 votes
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  3. Associate contact saluation

    could we please have an option to use the Ass Contact Salutation within the message template? Currently the Client Salutation is the only one available

    6 votes
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  4. Message Tracker - to always include the client code, and a clearer reason for why a message might fail to send

    7 votes
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  5. Reminders for documents pending approval

    It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.

    Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.

    6 votes
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  6. To be able to see the client's view of the portal

    I would like the ability to see what the client is seeing on the portal - especially where there are individuals with different rights.

    7 votes
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  7. Forward Portal message to other users automatically

    Can you add a way to automatically forward Portal messages to another user if you are of the office?

    5 votes
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  8. MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD

    Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.

    A similar feature in OneClick would be needed too.

    0 votes
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