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CCH Software User Documentation

How does it work?

Messages & Documents is the functionality within CCH OneClick that allows you to exchange messages, files and information online. It is an easy to use electronic document exchange and communication application, designed to help you to work more closely with your clients.

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 an easy to use electronic document exchange and communication application, designed to help you to work more closely with your clients.

Using the latest secure encryption standards, it allows your clients to send messages and view documents from wherever they are and from any device. Documents can be sent to clients for approval (or rejection) and you can see the status of all outstanding approval requests in real time.

Messages & Documents provides you with a single, secure environment for client communication. As well as making sure that your practice is GDPR compliant, Messages & Documents could also…

• Increase Productivity

- The use of a Messages & Documents can help streamline your business processes
Important information such as final accounts, tax returns, statements and bills can be sent directly to the secure client portal.
- Documents will no longer get lost in the post or in the sea of email traffic.

• Improve Customer Loyalty

Making timely accurate information available to your clients and being seen to be responsive to their needs makes it more likely that you'll retain their business.

• Increase Responsiveness

- Giving your clients direct access to important information improves flexibility and responsiveness for both your practice and your clients.
- Collaborative working is made easier as everyone can operate where and when it's most convenient for them.

Why is it better than email?

The introduction of GDPR in May 2018 means that new rules regarding data protection impact every organisation that handles personal data.

Keeping data safe and private is of paramount importance, both when stored on your systems and when communicated electronically.

The need for encrypted client communication means that emails may no longer be sufficient.

How will Messages & Documents help me now the GDPR regulations are in force?

Messages & Documents provides an easy to use and secure way of exchanging messages & documents with clients and obtaining their approval for tax returns and accounts.

The facility is fully integrated into CCH Central so, when sending a message or a document, this is done in the context of the client, entirely removing the risk of sending it to the wrong person. All communications are automatically encrypted and so is the data held in the online database. Electronic document approval is evidenced with the simple click of a button.

Clients can also use the functionality to initiate communications with you and send you documents. To provide tight security, only acceptable files can be uploaded, for example, executable files cannot be sent, and all documents are scanned during the upload process.

 

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