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Settings and activity

5 results found

  1. Ability for a client to mark a message as dealt with/done

    4 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Anna Stubbs supported this idea  · 

  2. 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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    Anna Stubbs supported this idea  · 

  3. Client Email Notifications

    22 votes
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    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Anna Stubbs commented  · 

    We would like this development because our feedback from clients is that they want to see what the message subject is about when they get notified there is a new message or document. It is one of the irritations and puts clients off using Oneclick. ALso when they have multiple organisations it would help to know which one the message is about, or if it is for them personally e.g. personal tax. Is this in development at all?

    Anna Stubbs supported this idea  · 

  4. Convert from Client to Contact without deleting OneClick Account

    6 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Anna Stubbs supported this idea  · 

  5. DDR Upgrade Suggestions

    2 votes
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    1 comment  ·  | CCH OneClick | » DDR  ·  Admin →
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    Anna Stubbs commented  · 

    I agree Isla. The data request is not complete without these.
    Employment expenses and benefits are not prompted for at all and need to be.
    L&P needs an itemised approach for all income and expenses (not the profit figure) to basically match the backing schedules.
    Also a section to add additional expenses to L&P.
    Would like much more emphasis on attaching supporting documents throughout the ddr.

    Also I couldn't find a way to do it but forgive me if there is - a reminder message to chase up to refresh the link sent out to client and prompt them to complete it.

    Anna Stubbs supported this idea  ·