Client activation and management
To share secure information with your clients, they require an active CCH OneClick account. Here we show you how to deal with client activation, manage client access, and suspend clients.
- Activating individual clients
- How to activate your 'other person' type clients (individuals) to get them using the CCH OneClick client workspace.
- Activating entity clients
- How to activate your entity type clients to get them using the CCH OneClick client workspace.
- Suspending clients
- How to suspend access to CCH OneClick at client level, how to reinstate access, and how to delete a client's CCH OneClick account from CCH Central.
- Client activation resources
- A collection of resources to help you explain the benefits of CCH OneClick activation to your clients.
- Client workspace guide
- A guide for your clients, to explain the CCH OneClick client workspace.
- Client videos
- A collection of videos about using the Wolters Kluwer Account to log into and use CCH OneClick. Share this entire page with your clients, rather than the individual videos, so they always have access to the latest versions.