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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

21 results found

  1. Enable drag and drop of docs from DM to Windows (desktop or email)

    5 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  2. New task permission for staff to re-open an assignment that's "on hold"

    3 votes
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    0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  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

    Cara Cole shared this idea  · 

  3. Allow us to access client recovery codes

    3 votes
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    0 comments  ·  | CCH OneClick | » Other  ·  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

    Cara Cole supported this idea  · 

  4. Set WIP limits

    3 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole supported this idea  · 

  5. convert clients to contacts regardless of assignments

    2 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  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

    Cara Cole supported this idea  · 

  6. Billing explanation

    3 votes
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    1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole commented  · 

    This is already possible - right click in stage 2 of billing wizard.

  7. Just one document approval email

    2 votes
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    0 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole shared this idea  · 

  8. Ability to remove "requires approval"/pending requirement without deleting message/document.

    32 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole commented  · 

    This would be very useful, rather than having to delete the document entirely.

  9. CC function improvement to add contacts

    7 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole commented  · 

    This is still an issue for our clients - they need to be able to CC other members of their own team (client side) into a reply. Same practice side, we should be able to CC other client users into an existing thread.
    Is this being considered for a fix?

  10. Hold back message notifications until after activation

    10 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  11. Associated contact details of open clients

    4 votes
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    0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Cara Cole supported this idea  · 

  12. Personal details from Central to show on clients oneclick

    6 votes
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    Acknowledged  ·  2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole commented  · 

    A lot of our clients have mentioned that they expected this to be visible when they signed up for OneClick. Also, it would be useful if the portal could show which invoices are outstanding too.

  13. Display most recent linked email only

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Cara Cole supported this idea  · 

  14. No exception report when deleting job

    8 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

    Cara Cole supported this idea  · 

  15. Allowing access to existing portal documents to new (client) portal users

    6 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  16. Please feed the Salutation field within Email Template messages from the associate contact record and not the main company

    10 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  17. Resend/Reminder Messages Ability

    2 votes
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    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  18. Show status of recipient when composing a message

    6 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  19. A more obvious indicator in CCH for live OneClick clients

    32 votes
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    2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole supported this idea  · 

  20. Client Email Notifications

    22 votes
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    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 
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