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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

3 results found

  1. Enable a document from the practice library to be added to client OneClick message

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Alana Webster shared this idea  · 

  2. Allow job creation from DM filing window

    21 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Alana Webster supported 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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    Alana Webster supported this idea  ·