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  1. Personal details from Central to show on clients oneclick

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    Acknowledged  ·  2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Nathan Eaton commented  · 

    It would be great if there was a 'profile' page for each client login which would show an individual's UTR and National Insurance number, and a company could also show the Company Reg no and VAT reg no.

    This way our clients could be made aware that they can log into their Portal to find this information instead of calling our office to ask.

    Nathan Eaton supported this idea  ·