||CCH OneClick
CCH OneClick2018-12-05T13:58:53+00:00

Embrace digitalisation with CCH OneClick cloud accounting software

Connect, communicate and collaborate – anytime, anywhere on any device.

Book a demo

CCH OneClick cloud accounting software – a truly unique smart workspace

CCH OneClick is a secure, set of cloud tools accessed in one place 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
  • Never send documents to the wrong client
  • See your workload and deadlines at a glance
  • See all clients’ data whatever their choice of bookkeeping solution
  • A single, end-to-end MTD solution
  • 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. Messages can never be sent to the wrong contact, see approval status’ at a glance, share data on the move – collaborate in real time.

Watch our short video to find out more

“Digitalisation has transformed retail, transport, leisure, insurance, banking and many other sectors. It will have a profound impact on the tax and accounting profession.”

Claire Carter, Managing Director, Wolters Kluwer, Tax & Accounting, UK & Ireland

Open Integration

Open Integration enables the efficient transfer of financial data to and from your clients through our CCH Central suite and HMRC for Making Tax Digital (MTD) quarterly reporting. It allows you to easily import client data from products like Sage, Quickbooks, Xero and many more.

  • Import data from multiple online sources as well as CSV files
  • Post back adjusted data into your client’s online accounting solution
  • Easily import transaction level financial data, so you don’t need to retype
  • See all of your client’s businesses in one place

Watch this short video to see how CCH OneClick brings information together into a single database with a single set of reporting tools for advisory work and quarterly MTD reporting.

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 client’s 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

Practice Mobile

Keep in touch with our mobile app (Android & iOS). Stay connected to your key data in CCH Central with access to your client’s details, documents, messages and tasks on the go.

  • Request approval of documents and send, reply and forward messages to colleagues to action
  • View deadlines and plan your work
  • Receive push notifications if your client has sent you a message or approved a document
  • Colour coded tasks provide an indication on the urgency on your deadlines
  • Available for all employees in your practice
Wolters Kluwer CCH Central Workflow
CCH OneClick Secure Document Exchange & Approval Screenshots

Secure Document Exchange & 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 also initiate communications with you on information requests
  • Documents will no longer get ‘lost’ in someones inbox
  • Only acceptable files can be uploaded. For example, executable files cannot be exchanged
  • Scans all documents during the upload 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

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)
CCH OneClick Mobile
CCH OneClick - Digital data review - Summary of clients sent information requests

People interested in CCH OneClick also looked at

CCH Central

CCH Central is an environment in which modules within the CCH software suite can intelligently share information, and it makes that information available wherever and whenever it’s needed.

CCH Personal Tax

CCH Personal Tax simplifies and streamlines every step in the tax return process, from collecting raw data to online filing and tax planning, for the widest range of clients.

CCH Accounts Production

CCH Accounts Production software makes your entire accounts production process as efficient and profitable as possible and offers new opportunities for value-added services.

CCH GDPR Compliance

CCH GDPR Compliance is an intuitive cloud-based solution comprising customised, thoughtful workflows and documentation and staff training to simplify the compliance process and reduces the risk of non-compliance.

Related customer stories and insight

Building digital bridges to Making Tax Digital for VAT

In less than six months, HMRC’s online interface where nearly 90% of VAT submissions are manually entered will be closed for businesses over the VAT threshold. If you haven’t started working out how HMRC’s new VAT filing process, Making Tax Digital (MTD), will affect your business and decided what your strategy will be, the time is now.

Complete the form and one of the team will be in touch soon.

Using the CCH OneClick connected Advisor and Client workspaces to collaborate in a secure way, enables you to proactively support compliance processes while being GDPR compliant and MTD ready.