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Settings and activity

4 results found

  1. More controls over what Digital Data Requests the client sees

    1 vote
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Emily shared this idea  · 

  2. DDR for new clients

    1 vote
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    0 comments  ·  | CCH OneClick | » DDR  ·  Admin →
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    Emily shared this idea  · 

  3. The DDR sections need to be the same as the prior year's Tax Return

    2 votes
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    0 comments  ·  | CCH OneClick | » DDR  ·  Admin →
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  4. Ability to remove "requires approval"/pending requirement without deleting message/document.

    29 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Emily supported this idea  ·