Are you getting the most from the integration between CCH Personal Tax and CCH OneClick?
Join this 1.5 hour webinar to see a full demonstration of the various tools that are available in CCH Personal Tax and CCH OneClick to assist with Information Requests both in digital and non-digital format, improving the tax return data request process.
This course will cover editing the templates, running the Mail-Merge/E-mail-Merge, Digital Data Requests within CCH OneClick, and Homepage controls include. This webinar will demonstrate the efficiencies for this process and improvement client engagement. There are default templates in the system that can be utilised to assist with this process and our experts will provide an overview of how to edit these.
- Selecting clients
- Performing a Mail and/or E-mail Merge
- Editing default templates
- E-mailing Information Requests
- Digital Information Requests using CCH OneClick
- Monitoring digital client responses
- Homepage controls
- Hints and Tips
Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.
Who should attend?
This course is designed for users of CCH Personal Tax and CCH OneClick who are responsible for managing the process of issuing Information Requests both digital and non-digital format and monitoring the client responses.
Unable to make this date?
Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.