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  1. Allow documents/papers to be rolled forward on year-end, like notes.

    41 votes
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    Proposed  ·  1 comment  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Philip Griffiths commented  · 

    When rolling forward into a new accounting period and working papers are enabled, it does not retain any of the supporting documents that were included in the file, this would be particularly useful for the permanent file items although they can be brought back in from document management

    Philip Griffiths supported this idea  · 

  2. Working papers - Functionality of moving/preparing working papers

    40 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Philip Griffiths supported this idea  · 

  3. Allow WPs to be used in the Personal Tax module

    7 votes
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    2 comments  ·  | CCH Central Suite | » CCH Working Papers  ·  Admin →
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    Proposed  ·  Dean Shepherd responded

    Hi Gary

    We have a very exciting project in the early stages of development right now that we think will revolutionise the collation of documents for personal tax.

    Within that functionality will be concise document management to simplify the review process.

    Watch this space!

    Dean Shepherd ATT CTA
    Senior Product Manager
    Wolters Kluwer

    Philip Griffiths supported this idea  ·