Engaging with your clients in the digital world
Clients expect real-time communication and data when and where they need it – get the solutions to support you.
Instant, improved client communication
In a fast-paced digital and mobile world, provide your clients with the real-time, accurate and consistent client communication channels they need.
Improve client retention and relationships
Poor or slow communication can break down client relationships. With CCH OneClick and CCH Document Management you are empowered to provide real-time information based on up to date data when they need it most.
Instant access anytime, anywhere
With CCH Document management, being out of the office no longer means being out of touch. Documents and emails are all still instantly available. Information at your fingertips means instant communication with your clients.
Greater control and more visibility
CCH OneClick gives you complete visibility of approval statuses in real time and allows you to share data on the move. It’s fully integrated with CCH Central, using core client data meaning messages can never be sent to the wrong contact.
Closer collaboration with your clients
CCH OneClick Advisor and Client workspaces are connected so you truly collaborate, in a secure way, for messaging and document exchange 24/7.
Keep in touch with the CCH OneClick mobile app. Stay connected to your key data in CCH Central with access to your clients’ details, documents, messages and tasks on the go.
Secure Document Exchange & Approval
CCH OneClick is 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.
Document creation and sharing
In CCH Document Management you can create standard documents from easily editable templates, pre-populated with the contact information held in CCH Central, such as name, address, date of birth and debtor balance.
Supports GDPR compliance
CCH OneClick and CCH Document Management each help your GDPR compliance efforts by only sending documents and messages to registered contacts at the client.
Webinar: Discover CCH OneClick
This webinar will take you through how CCH OneClick can transform the way you work, including how to:
- Improve client communication
- Maintain compliance with GDPR
- View and sync bookkeeping data in real time
- Prepare for Making Tax Digital
Creating a connected practice
In a mobile and connected world, being out of the office shouldn’t mean being out of touch.
Whether you are at a client’s office or working from home, documents and emails are all instantly available, securely protected by user logons and audit trails. Once they’ve been added to the system, documents and other items can be found and opened almost instantly.
Digital Data Request
Digital Data Request is a mobile app, available to your clients to see what information you’ve requested to help assist with the completion of their tax return. Clients can upload requested information quickly and efficiently from their mobile, available to you in real time.
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
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CCH Document Management has been designed specifically for accountants to help them digitally store, search and retrieve emails, soft-copy and paper documents, no matter where they come from.
CCH OneClick is a secure set of cloud tools accessed in one place, built for practices and their clients. Connect, communicate and collaborate anytime, anywhere, on any device.
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 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
“There’s a whole generation of business owners now who have become used to online invoices and bank statements and looking at PDFs on screen and they don’t want to clutter up their desks with paper. We definitely need to be able to cater for these clients, especially as their numbers will increase over time.”
Ian Woollard, Director of Business Services, Pearson Buchholz