Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

4 results found

  1. Client Email Notifications

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Proposed  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your idea submission has been proposed


    We’re excited to inform you that after reviewing your idea, our team has decided to propose it for implementation!


    We believe it has potential and will keep you updated as we move forward with the next steps.


    Thank you for your valuable contribution!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Aimee Burnett supported this idea  · 

  2. Convert from Client to Contact without deleting OneClick Account

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Aimee Burnett supported this idea  · 

  3. incoming email notification to include a link to the message

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Aimee Burnett supported this idea  · 

  4. Ability to bcc member of client team in on portal message

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Aimee Burnett supported this idea  ·