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CCH Software User Documentation

How does it work? i-Serve

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i-Serve is an enabling tool that allows you to recommend a range of solutions that will enhance your clients' working practices. Launched from the Advisor Workspace in CCH OneClick, i-Serve provides you with a range of information that you can digest and send on to your clients where you see a specific benefit to their business. You will be able to access client facing collateral that you can amend or send straight through to selected clients.

i-Serve consists of various solutions that can be beneficial for you and your clients.

As we continue to develop i-Serve, we will expand the number of strategic partnerships ensuring that you and your clients have a wide range of solutions to choose from.

Why should I be interested?

  • Do your clients require a bookkeeping solution that supports multi-company and multi-currency consolidated reporting?
  • Would you like to email accounting documents straight into your bookkeeping system?
  • Would you like to approve purchase invoices on the go?
  • Would you like bank feeds, automatically feeding straight into a bookkeeping solution?
  • Are your clients asking you to run their payroll and you neither have the time or inclination?
  • Is Auto Enrolment increasing your workload?
  • Do you want to help your clients comply with the latest data protection rules under GDPR?
  • Do you want to enhance your clients' working practices?


Basecone - is where accounting magic happens!
Take a photo of your accounting documents, email them into the software, or upload a .pdf copy and Basecone will take care of the rest. Using Optical Character Recognition, Basecone will read the text on the document, link it to the applicable supplier or customer and do most of the data entry work for you. All you need to do is check the details and click the button to send the transaction into one of the accounting systems that Basecone integrates with.

Basecone even has an approval app that enables managers to approve purchase invoices on the go and an expenses app which simplifies the management of employee expenses.

Once uploaded, documents are stored securely for ten years and can be accessed directly or by drilling down on reports from within your accounting software all the way to the source document.


Twinfield - is Europe's number one online accounting provider. Twinfield is a mid-market collaborative cloud accounting software at an entry-level price. With automated bank feeds, integration with Basecone (for document scanning), multi-company and multi-currency consolidated reporting, integration to CCH Accounts Production and much more, Twinfield provides the perfect bookkeeping solution for both you and your clients.


Payescape - is one of the UK's fastest growing payroll providers. They combine web-based technology with great customer service. Their revolutionary Payroll/HR solution enables companies to focus on their core strengths while Payescape CIPP trained staff offers a complete back office solution, making processing your client's payroll hassle free.

With hundreds of satisfied customers throughout the UK, they understand the intricacies of payroll legislation, current UK tax requirements and PAYE. Payescape removes the administrative burden from your workload and delivers a simple, effective and reliable online payroll service.


CCH GDPR Compliance - is a cloud-based software system to manage all the processes surrounding GDPR compliance and governance.  It's a straightforward and cost-effective tool for you and your clients to use.  Simple checklists take you through all aspects of compliance, step by step.  It allows you to update all your privacy notices from a single screen, generating text that can be used on a website.  CCH GDPR Compliance enables you and your clients to log, report and manage data breaches and data subject requests to avoid heavy penalties


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