As we move into the world of digital tax, this feature will become critical to how you service your clients.
Why should I be interested?
Single place for all your clients' tax data
Digital Data Review provides a single place for you, the advisor, to view all client and HMRC data captured together with the ability to review this data and populate the tax system.
Data sent to you by your clients (using the Digital Data Request functionality within their CCH OneClick workspace) is available to view within the Digital Data Review screen in real-time.
The ability to commit reviewed data to CCH Personal Tax creates even more efficiencies by removing the need for manual data entry.