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Settings and activity

4 results found

  1. Jobs automatically added when an assignment is added

    1 vote
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Aimee Burnett shared this idea  · 

  2. Enable the use of PDFs in email mail merge

    6 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  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

    Aimee Burnett shared this idea  · 

  3. File Maintenance back button

    34 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Aimee Burnett supported this idea  · 

  4. 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

    Aimee Burnett supported this idea  ·