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CCH Software User Documentation

CCH OneClick: Full Suite Training



This training is suitable for all members of the business who wish to use the features of CCH OneClick. This course covers all elements of CCH OneClick including the key features of Secure Messages & Documents, the Digital Tax Account, MTD VAT filing, and Digital Data Review. Two sessions online for up to 6 hours.


This is an interactive show and tell course designed to run online, in 5 parts, lasting for up to 6 hours in total. Suitable for all staff it provides training in setup and using all the features of the CCH OneClick product suite. Due to the variety of the system areas covered, some delegates may need to attend all sessions, and others may only need to attend sessions relevant to their role.

Key Objectives

  • To review configuration settings for best practice
  • To ensure delegates are able to activate individuals and organisations to use Messages & Documents
  • To understand how to exchange messages and documents with Clients, with and without approval
  • To ensure delegates understand the Digital Tax Account and how to use it
  • To understand how to generate and review a Digital Data Request
  • To understand how to view information in a Client's Digital VAT Account and submit returns

Course Contents

Part A

Configuration & settings

Part B

Client activation

Part C

Using messages & documents

Part D

Personal Tax

Part E


  • Customise the CCH OneClick environment
  • Review security settings
  • Understand client relationships and the client team
  • Configure document folders
  • Review and understand editing Email templates
  • Create and maintain message templates
  • Activate and suspend employees
  • Homepage controls
  • Activate client organisations
  • Activate individual clients
  • Assign contacts to Clients and activate
  • Activating for power of attorney
  • Send secure messages
  • Send documents created outside of CCH Central
  • Send documents created in CCH Central
  • Approve documents
  • Use the message centre
  • Work in the advisor workspace
  • Suspend and delete CCH OneClick workspaces
  • View information in the HMRC digital tax account for an individual
  • Understand the various data sources
  • Send data to the tax return in CCH Central
  • Generate a Digital Data Request
  • Understand Client completion of the DDR
  • Review the digital data in the advisor workspace
  • Authenticate MTD Agent Service Account details with HMRC
  • Configure and view Clients' digital VAT accounts
  • Submit MTD compliant VAT returns using spreadsheets


The training will take place in your own CCH Central and CCH OneClick environment, and CCH OneClick must be installed, and your firm fully activated prior to the start.

One delegate will require a desktop/laptop with CCH Central, the latest version of a modern web browser (such as Microsoft Edge, Chrome, or Firefox), and internet access. This delegate will require full SuperUser permissions in CCH Central.

One delegate will need your firm's Government Gateway Self Assessment login credentials, and your HMRC Agent Service Account for MTD login credentials available. Any phone used to receive the multi-factor authentication codes needed to access HMRC's online services should also be available.

Note: This is an interactive show and tell course designed to run online for up to 6 hours, delivered in 5 separate parts.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



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