Webinar: How to use CCH OneClick for secure online collaboration and communication with your clients
These are challenging times for your practice, your employees and your clients. Face-to-face meetings are not possible right now, email may not be the best way to send sensitive information, and even the traditional post could pose challenges if letters can no longer be delivered to the practice address. Online file transfer, messaging and collaboration may be the answer and CCH OneClick has tools to help you with all of these functions.
Webinar: Tuesday 5th May, 2pm
The CCH OneClick environment has been created specifically to support collaborative working between advisors and their clients. Now that many more people than usual are working from home, CCH OneClick provides the ideal platform to support your team’s ongoing efforts to guide your clients through this period while working within those all-important safety guidelines.
Join this webinar with Natasha Kobrak who will explain and demonstrate what CCH OneClick can do, with some guidance on best practice and answering your questions.
During this webinar we will cover:
- how to use Messages and Documents to securely exchange messages, documents and other files online
- using Digital Data Request to request and collect information from your clients and monitor what’s outstanding