CCH OneClick is a secure set of cloud tools, accessed in one place and fully integrated with CCH Central so you can connect, communicate and collaborate with clients – any time, anywhere, on any device!
Advisor and client workspaces are connected so you truly collaborate, in a secure way, for messaging and document exchange. Your practice has a single place where you can manage all client communications, and clients have their own document centre for instant access to all their important documents. Collaboration is cloud-based. Access is 24/7.
Proactively support compliance processes while being GDPR-compliant and MTD-ready.
For advisors
- Manage all client communication in one place
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Never send documents to the wrong client
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See your workload and deadlines at a glance
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See all clients’ data whatever their choice of bookkeeping solution
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A single, end-to-end MTD solution
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Remain GDPR-compliant
For clients
- Access information anytime, anywhere, including past returns
- See their upcoming tasks and progress on a clear timeline
- Share sensitive information or approved documents via their mobile devices
- Collaborate with you in real time
- Remain GDPR-compliant
Bringing people and information together in an entirely new way
CCH OneClick breaks down the barriers between online and on-premise systems, making life easier for you and your clients. Never send messages to the wrong contact, see approval statuses at a glance, share data on the move and collaborate in real time.
Making Tax Digital
From understanding which of your clients are ready for the transition, identifying the tasks you and your clients need to complete, to submitting your clients, CCH OneClick cloud accounting software provides you with an end-to-end Making Tax Digital (MTD) solution.
- Intelligent, user friendly, quarterly reporting solution with seamless integration to CCH Central
- A consistent process for MTD, regardless of your clients’ bookkeeping package
- Easily understand which of your clients are ready for the transition to MTD
- MTD Timeline provides a single, holistic view of all practice and client MTD tasks and deadlines
- See at a glance what tasks are due to be completed when and by who, and mark tasks as complete
Secure Document Exchange and Approval
A single, secure and intuitive environment for client communication. Using the latest secure encryption standards, CCH OneClick allows your clients to view documents from wherever they are and from any device.
- Fully integrated with CCH Central, removing the risk of sending documents or emails to the wrong person
- Documents, including final accounts, tax returns, statements and bills, can be sent to clients for approval or rejection
- See the status of all outstanding approval requests in real time
- Clients can initiate communications with you on information requests
- Documents will no longer get ‘lost’ in someone’s inbox
- Only acceptable files can be uploaded. For example, executable files cannot be exchanged
- Scans all documents during the upload process
CCH OneClick - Easy document approval process
Digital Data Collection
Digital Data Request
A mobile app, available to your clients to see what information you’ve requested to help assist with the completion of their tax return.
- Presents your clients with a list of income sources where they need to provide data
- Clients can upload requested information quickly and efficiently from their mobile, available to you in real-time
- A single place for you to view all client and HMRC data captured together with the ability to review and populate the tax system
CCH OneClick - Digital Data Request
In the past, information requests were sent through the post manually via email. Today, CCH OneClick enables you to digitally send data requests.
CCH OneClick - Digital Data Request
Digital Data Review
An area within your CCH OneClick workspace where you can review and see all the tax data that your clients have sent you digitally, along with the data HMRC already hold on your clients’ behalf in their Digital Tax Account (DTA).
- Data sent to you by your clients (using the Digital Data Request app) will be available to view within the Digital Data Review screen
- Commit reviewed data to CCH Personal Tax for even greater efficiencies, by removing the need for manual data entry (coming soon)
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