Webinar: Client collaboration and VAT filing made easy with CCH OneClick
Delivering a good customer experience is what can set your practice apart. CCH OneClick breaks down the barriers between online and on-premise systems, giving advisors and clients access to a workspace tailored to their needs, with a single-entry point to access all their tools.
Live Webinar: Wednesday 29th May, 2pm
CCH OneClick centres around connectivity and the collection of data. It provides you with a single online interface in which you can access data from a variety of different sources, including third party bookkeeping solutions, HMRC and tools that can be used to efficiently collect tax return information from 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.
Join us on Wednesday 29th May at 2pm for a live webinar with our Senior Product Managers, Natasha Kobrak and Phil Thornton, who will demonstrate how CCH OneClick allows you to connect and collaborate with your clients with ease.
During this webinar you will learn about:
- Using the advisor and client workspaces to access information sent anytime, anywhere including past tax returns and accounts
- Sharing sensitive information or requesting document approvals on the move
- Filing VAT Returns from within the client workspace for Making Tax Digital
Natasha Kobrak is Senior Product Manager for Cloud Applications and is responsible for seeing through the development of the cloud product portfolio in Wolters Kluwer UK’s Tax & Accounting division.
Natasha came to Wolters Kluwer from Xchanging where she was Product Director in their procurement division. She has spent the last 13 years working in cloud product management and her experience spans product development, product marketing, launch management and product strategy for a range of online enterprise solutions.
Phil Thornton is Senior Product Manager and responsible for bringing our digitalisation strategy to market. Phil spends his time working with our customers to understand what becoming a digital practice means to them, what is happening in the market and to build solutions that will support our customers on this journey.
Phil’s primary focus has been to support the transition to Making Tax Digital. Phil has a wealth of knowledge and experience in the accountancy sector, having previously worked in-house as an accountant before moving into the world of commercial and product management. Phil believes that digitalisation will bring about many opportunities for the industry. Phil’s purview is to understand what those opportunities look like, deliver solutions to support this and work with our advisors to bring this to life within their practice and with their clients.