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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

5 results found

  1. Ability to delete contacts

    3 votes
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    1 comment  ·  | CCH iFirm | » CCH iFirm  ·  Admin →
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    Proposed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your idea submission has been proposed


    We would like to inform you that after reviewing your idea, our team has decided to propose it for implementation!


    We believe it has potential and will keep you updated as we move forward with the next steps.


    Thank you for your valuable contribution!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    David Hensman shared this idea  · 

  2. Filter contacts with / without any tax years

    1 vote
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    0 comments  ·  | CCH iFirm | » CCH iFirm Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    David Hensman shared this idea  · 

  3. Clients want save message as draft

    173 votes
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    7 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    An error occurred while saving the comment
    David Hensman commented  · 

    Also message should be able to be saved as draft with attachments

    An error occurred while saving the comment
    David Hensman commented  · 

    Also message should be able to saved as draft with attachments

    An error occurred while saving the comment
    David Hensman commented  · 

    This is also on our list of suggested improvements.

    David Hensman supported this idea  · 

  4. Reporting on CCH Portal fields.

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

  5. Client Team details

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