CCH OneClick

Guide for Clients

CLIENT SETUP GUIDE II

Legal Notice

Disclaimer

Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of this Quick Start Guide. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. This Quick Start Guide should not be relied upon as a detailed specification of the system or the software.

Wolters Kluwer (UK) Limited may make changes to this Quick Start Guide from time to time.

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© 2015 Wolters Kluwer (UK) Limited

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III CLIENT SETUP GUIDE

Contents

1. CCH OneClick Activation 1

1.1 Edit your profile 1

2. Messages & Documents 2

2.1 Messages 3 2.2 Documents 5

3. Digital Data Request App 7

3.1 Log into the app 7 3.2 Application home 8 3.3 Information sections and subsections 8 3.4 Filling in a section 8 3.5 HMRC Pre-filled information 9 3.6 Scan feature 9 3.7 Attach File feature 10 3.8 Comments feature 10 3.9 Add information feature 10 3.10 Application menu 11

1 CLIENT SETUP GUIDE

1. CCH OneClick Activation

To enable you to use both the Messages & Documents and the Digital Data Request App functionality within CCH OneClick, you will need to have an activated CCH OneClick account

If you haven’t already activated your workspace, you should have received an activation email sent by your accountant from notifications@accountantspace.co.uk

Click the link in the email and enter your activation ID (Your practice will have informed you of this, or you will have received a text message when your account was activated)

Create a new password

Select 2 security questions

Log into the client workspace using your email address and new password Your workspace will show the Messages & Documents and/or the Digital Data Request App tiles depending on the access given to you by your practice

1.1 Edit your profile

Once activated, within your client workspace you can add an optional photo to your profile by selecting Edit Profile and browsing for an image to upload

This picture will be visible to your practice

CLIENT SETUP GUIDE 2

2. Messages & Documents

Messages & Documents is the functionality within CCH OneClick that allows you to exchange messages, files and information online (previously known as Client Portal)

It is accessed through your client workspace within CCH OneClick

From the home page you can see a summary of each account you have access to

If you are an associated contact of multiple businesses you will be able to see them all here

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2.1 Messages

The Messages tile will take you to the conversations for that account

There is also an indicator here of how many messages you have and how many are unread

You will be sent an email notification when you receive a new message

Select the + button to create and send a new message

The To, Subject and Message fields are mandatory and must be completed before the message can be sent

Select the ‘Add Files’ button or use the drag and drop facility to upload documents to the message

Please note:- The Drag and drop area is not available when using a mobile device

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The exclamation mark signals that there is a document within this conversation needing your approval

Select here which option you’d like to choose

If approving the document, enter your CCH OneClick password

You may have to view the document first before it can be approved

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Use the home button to return to your list of available accounts

2.2 Documents

The documents tile will take you to all the documents available for that particular account

Select the new folder to view all the latest documents that have been received and not yet reviewed

Documents will be split out into folders (as specified by your accountant)

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Any documents needing your approval will be shown here

Tick the checkbox and select Approve or Reject

You will need to enter your password to confirm your decision

Click here to return to your CCH OneClick Workspace

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3. Digital Data Request App

Digital Data Request is a phone based application which will present you with a list of income sources from your accountant for which you need to provide data, along with any supporting documentation required

To access more information on Digital Data Request, select the Digital Data Request tile from your CCH OneClick dashboard

From here you will be taken to a landing page where you can download the app from the Google Play Store. The app will be available on IOS from the Apple App Store in a future release

3.1 Log into the app

Enter the domain, email address and password for your CCH OneClick account New to the Digital Data Request App? Please contact your system administrator for your login details Selecting ‘Remember Me’ only remembers the domain and email address. You will have to enter your password each time you login

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3.2 Application home

The home screen lists all items requiring action with two ticks next to them

The ticks indicate progress. If both of the ticks are grey, it indicates that no action has been taken for that item. Once you submit information for a section, the first tick goes green. The second tick will go green once your practice has approved your submission

Your practice may request additional information from you before they accept a section

Select a section name to view that source of income

3.3 Information sections and subsections

Each section can contain several subsections. Each sub-section has to be filled in separately and saved

3.4 Filling in a section

When you open a section you can review the data which is displayed

Some of the information may be pre-filled by HMRC and cannot be changed. If this is the case, a blue crown is displayed next to the information and the field is locked

You can add documents and scans into the information using the Scan and Attach File functions

Select the Save icon to send the information to your practice

If the Save button or the field is grey, it means the information cannot be changed as it has been digitally received from HMRC

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3.5 HMRC Pre-filled information

If the fields include a blue crown icon, it indicates that the information has been received from your HMRC Digital Tax account and it cannot be changed

3.6 Scan feature

The Scan feature allows you to quickly attach a digital copy of a document to this section

The attachment will be sent to the practice automatically once the section is saved

Select Scan

Take a photo of the document you want to scan

Once the capturing is complete, the application takes you back to the information section with new Show Attachments button

Select Show Attachments

Review that your attachment is included

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3.7 Attach File feature

The attach file feature allows you to quickly attach documents to this section. Documents can be retrieved from popular cloud-based services such as OneDrive or DropBox

The attachment will be sent to the practice automatically once the section is saved

Select Attach File

The File Browser opens allowing you to select recent files

Select the menu icon to reveal Open from functionality to browse files from popular cloud drives such as Grive, OneDrive and DropBox

Select the file you want to attach using any method available

The application takes you back to the information section with new Show Attachments button

Select Show Attachments

Review that your attachment is included

3.8 Comments feature

The comments feature allows you to quickly send a message or comment about this particular section to the practice. The section has to be saved before comments can be made

Select Add below the Latest comments box

The conversations view opens

Type in a comment

Select the send button (paper plane icon)

3.9 Add information feature

If you have additional income or information that you need to include on your tax return, this feature allows you to do that

On this view you can then include additional information that you want to include in your Tax Return

Go to the home screen

Select Add information at the bottom of the screen

Any other information view opens

Select the Title field

Enter Title

Select the Details field

Enter additional information

Select Save

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Optionally you can also Scan documents and Attach Files into this section

3.10 Application menu

The application menu is available through the menu icon

The following actions are available:-

Go back to home

See the guided tour again

Settings

Log off