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5 results found

  1. Working papers - Functionality of moving/preparing working papers

    40 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Alison Waddell supported this idea  · 

  2. By enabling users to be able to sign off more than once document at a time

    24 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Alison Waddell supported this idea  · 

  3. Update Timesheet details when filing to DM

    14 votes
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    1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Alison Waddell supported this idea  · 

  4. VAT reference box within main client tab

    28 votes
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Alison Waddell commented  · 

    As well as being in the Main tab I think it would need to be a Merge Field?

    Alison Waddell supported this idea  · 

  5. Link client creation to money laundering service

    40 votes
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    4 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Started  ·  Evan Jones responded

    I’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.

    This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.

    More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.

    If you would like to know more please email lamorna.harris@wolterskluwer.com

    Evan Jones
    Lead Product Manager

    Alison Waddell supported this idea  ·