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CCH Software User Documentation

CCH OneClick 2023.3: Release Notes

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CCH OneClick 2023.3: Release Notes


Installing CCH OneClick 2023.3

This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence.

Click here to find out more about the Central Suite Installer.

Software Enhancements


Internal Signatories

We now offer a Partner/Employee(s) the ability to digitally sign documents within a CCH OneClick message. Practices can send documents to a Partner or an Employee (within the Client Team) of a Client to electronically sign.

Attach files

When compiling a message, if a Partner and/or Employee(s) are included in a message, they will also be shown within the Approval / eSign details grid for a document which requires eSign.


Order is used to determine the sequence in which signees will be required to sign the document. By default, the Order will be set to "1" for all signees signing the document, meaning any contact can sign in any sequence. Users can manually change the order by increasing the number of each signee in the list. Assigning the same number to two or more signees is allowed. 

Advisor Workspace

When a Partner/Employee(s) logs in to OneClick and views their messages, messages with documents that require a signature will be highlighted with a red exclamation mark.


Within the message, they will now see an eSign button, along with the status reflecting the state the document is in:


Upon clicking the eSign button, the document will load showing the sections and areas in where a signature is required: 


Hover the mouse over the field and click to apply your Signature. The system will use the Partner's/Employee's Forename and Surname to apply a pre-defined signature.

To change the pre-defined signature image, select the Signature field and click CHANGE SIGNATURE to view and select an alternative font type or to draw your own signature.


In addition, users can upload an image of a signature of their choosing.

Once the signature is applied, click ESIGN & SUBMIT to send the document to the next signee and return back to the message.

The signed document can be viewed and downloaded via the message once all signees have eSigned the document. In addition, we will automatically upload and store into the Document Centre the signed document once completed.


Quality Improvements


ITS 67691 (Messages & Documents) - Unable to sign an eSign Document prepared by another employee

We have fixed the issue where Contacts were unable to eSign a document which was prepared by an employee and sent by a Partner/another employee.

Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2023 Wolters Kluwer (UK) Limited

Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR


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