What is it?
Video: |
|
The Advisor Workspace
The tools in the Advisor Workspace connect you directly to your clients’ bookkeeping systems and to their Digital Tax Accounts with HMRC, enabling you to leverage their data for your compliance and advisory services.
The Client Workspace
The Client Workspace gives your clients instant, secure access to all the documents, files and compliance output that you want to share with them, together with secure messaging and document approval.
By fully integrating the two workspaces, CCH OneClick provides a perfect solution to GDPR because it prevents messages, documents and data being sent to the wrong client.
Explore the individual components of CCH OneClick to find out how you can deliver better results with less effort for you and your clients.