Get Started: eSign

Prerequisites

To be able to use eSign, you should upgrade your version of CCH Central to the latest version. Your practice should use both CCH Central and CCH OneClick. The clients you are sending documents to should have an activated CCH OneClick workspace.

Demo

More information can be found in the eSign user guide

Pricing

Pricing can be found here on the CCH OneClick price list and is in addition to the CCH OneClick base package. The monthly price is based on practice size and covers unlimited usage for unlimited users.

Note: Please contact your Digital Specialist or Account Manager for more information on signing up and enabling eSign for your practice

Related documents

Step by Step Guide to Making Tax Digital (MTD) : HMRC sign up

This user guide assists users in navigating the sign-up process for Making Tax Digital (MTD) for VAT, clarifying that while Wolters Kluwer does not facilitate the sign-up, it has provided this resource to ease the process. Key points include creating an Agent Services Account for agents, the significance of the Business Tax Account, the steps to link existing and new clients, and the requirement for MTD-compatible software for submissions. It also highlights deadlines and contact information for HMRC support. Additionally, it refers users to helpful webinars and resources related to MTD.

eSign User Guide

This document outlines the operational guidelines for using the eSign functionality within CCH Central, emphasizing the need for Microsoft Edge WebView2 Runtime installation. It details the eSign and Approval processes for sending documents, including directions for document preparation and the management of multiple signatories. Key features include newly added email templates, internal signature capabilities, and updated status tracking in both Message Centre and Document Centre. Users can utilize various acrofields for signatures and customize their signing experience. Enhanced communication is facilitated through automated notifications and document management functionalities.

CCH OneClick 2026.1: Release Notes

Release Notes for CCH OneClick 2026.1

Get Started with Making Tax Digital for VAT

This document outlines the essential resources and steps required for getting started with Making Tax Digital (MTD) for VAT. Key points include the necessity to register with HMRC, create an agent services account, and authorize Wolters Kluwer Software. It emphasizes the importance of having a CCH OneClick account to access MTD features. The document also provides quick start guides, video tutorials, and client resources to facilitate a smooth transition to digital VAT returns. Additionally, there are links to guides for both clients and advisors to enhance understanding and implementation of MTD processes.

Activating individual clients

This document provides a comprehensive guide on activating individual clients for the CCH OneClick client workspace. It outlines necessary pre-checks, including verifying unique client email addresses and team responsibilities. The activation process can be done for single or multiple clients, with detailed steps for each. Additionally, there are options for enabling various features within OneClick for clients, including sending welcome messages and monitoring activation status. The document also highlights optional features available for clients after activation, ensuring effective client management within the OneClick system.