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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

7 results found

  1. Record time spent on client accounts

    1 vote
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Ali Dezyanian shared this idea  · 

  2. Notification when client doesn't wish to sign up for OneClick

    128 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Ali Dezyanian supported this idea  · 

  3. VAT surcharges, penalties and repayments shown on VAT history

    4 votes
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    0 comments  ·  | CCH OneClick | » MTD for VAT  ·  Admin →
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    Ali Dezyanian supported this idea  · 

  4. Record commentary on accounts and tax returns for clients. Ability to have a cloud recording tool like LOOM.com (https://www.loom.com/)

    3 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Accounts Production  ·  Admin →
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    Ali Dezyanian shared 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

    Ali Dezyanian supported this idea  · 

  6. "Year End" field and "Next Accounts due" field on Main tab

    78 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Ali Dezyanian supported this idea  · 

  7. Portal Message Centre for Un-activated clients

    25 votes
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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Ali Dezyanian supported this idea  ·