How To
Messages and Documents
CCH OneClick
Messages and Documents is an electronic document exchange and communication facilitator. Give your clients access to a secure online portal to safely exchange sensitive information.
Using messages and documents in CCH Central
Messages & Documents is the functionality within CCH OneClick that allows you to exchange messages, files and information online. It's an easy to use electronic document exchange and communication application, designed to help you to work more closely with your clients.
Using messages and documents in the advisor workspace
How to exchange messages and documents with your clients using the CCH OneClick advisor workspace.
Frequently Asked Questions regarding Messages & Documents
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