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  1. CCH Tax Modules that automatically spot opportunity for tax advice based off user data

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) shared this idea  · 

  2. Wolters Kluwer to partner with an Outsourcing company so I can outsource low fee/lower value work

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    Acknowledged  ·  0 comments  ·  | Additional Products | » Other  ·  Admin →
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    AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) shared this idea  · 

  3. Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint

    4 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) shared this idea  · 

  4. Include fields for Engagement letter and ID in the main tab for all clients

    2 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) commented  · 

    Parts of these are planned for implementation with the release of CCH iFirm AML and engagement letters

  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

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    AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) commented  · 

    This feature is currently in development. We will be able to use this for CCH Cloud users as well as CCH central desktop users.
    Thanks
    Ben Cunliffe