Webinar: The advantages of digital data collection with CCH OneClick
As part of the annual cycle of preparing tax returns, every practice needs some way of requesting and collecting information from their clients. The digital data collection tools in CCH OneClick allow the end-to-end tax process to be more efficient, more secure and easier to manage.
Live Webinar: Thursday 7th March, 2pm
It’s a step change that isn’t achievable by any other means and it’s just one of the reasons why CCH OneClick has the clear competitive advantage in the new digital age of tax and accounting. You can have complete visibility of the entire process, from the day that the first data request goes out until the day that the last tax return is submitted.
It couldn’t be easier to get started. If you’re already using the Information Request facility in CCH Personal Tax then you already know how to use the CCH OneClick Digital Data Request – it’s simply another option within the software.
Join us on Thursday 7th March at 2pm for a live webinar with our Senior Product Managers, Dean Shepherd and Natasha Kobrak, who will explain and demonstrate how digital data collection in CCH OneClick can drive greater efficiencies in your practice.
During this webinar you will learn about:
- How to use Digital Data Request to initiate communication to clients.
- Using the advisor and client workspace to automate the entire process
- Messages and documents to review and edit the tax return
Dean Shepherd is Lead Product Manager for Compliance at Tax & Accounting, Wolters Kluwer UK. He has over 20 years of experience as a practising accountant and Chartered Tax Adviser and is responsible for ensuring our compliance products continue to meet our customer’s changing needs. Dean joined Wolters Kluwer after selling his own practice that he built from the ground up over a period of 10 years.
Natasha Kobrak is Lead 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.