Watch this on-demand webinar with Natasha Kobrak and Phil Thornton, to see a demonstration of how CCH OneClick allows you to connect and collaborate with your clients in real time.
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 including VAT filing.
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, share documents and see approval statuses at a glance and monitor your VAT Returns, irrespective of whether you or your client has made the submission.
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