Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

27 results found

  1. Personal details from Central to show on clients oneclick

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

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

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cara Cole supported this idea  · 

  3. Resend/Reminder Messages Ability

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cara Cole supported this idea  · 

  4. Show status of recipient when composing a message

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cara Cole supported this idea  · 

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

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cara Cole supported this idea  · 

  6. Client Email Notifications

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Proposed  ·  AdminBenjamin Cunliffe (Senior Product Manager, CCH Software) responded

    Your idea submission has been proposed

    We’re excited 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

    Cara Cole supported this idea  · 

  7. Convert from Client to Contact without deleting OneClick Account

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Cara Cole supported this idea  · 
2 Next →