startPre-activation
How To

Pre-activation

CCH OneClick
Last update: Reading time 3 minutes
Practice Activation
    How to prepare your CCH Central database before the implementation and activation of CCH OneClick
    CCH OneClick: Get Started

    If you're ready to take advantage of all the benefits that CCH OneClick can bring to your practice, here are the steps you need to follow:

    1. Work through the Pre Activation Checklist
    2. Install 'CCH OneClick'                         
    3. Activate your Practice 
    4. Connect CCH OneClick to your CCH Central database
    5. Customise your site in CCH Central
    6. Activate your employees and clients.

    CCH OneClick: Ready to install?

    Once your CCH OneClick licence has been added to your account and you've received your Welcome Email, you can install your new product with this guide to self-installation if this isn't being done for you by our Professional Services team.  You install CCH OneClick by running the CSI Installer, found here  which requires registration with your Practice Code and Registration Code . 

    We recommend that you work through the Pre-activation checklist before installing CCH OneClick, which is step 1 in the activation learning paths below.

    Supporting your transition to digital

    If you need any help transitioning your practice to digital ways of working, please contact our specialist digital team who will be happy to help

    [email protected]

    There are a number of areas you should look at to prepare your practice database for the implementation of CCH OneClick.  Here's our recommended checklist:

    1. Client email addresses
    2. Client associations
    3. Client team responsibilities
    4. Employee details & photographs (optional)
    5. Engagement terms

    Note: please ensure that you have checked all relevant sections in preparation for the implementation of CCH OneClick.

    1. Client email addresses
    Within your Central database, email addresses should be stored against individual client records. Each email address should be individual to that contact as you cannot activate more than one person with the same email address. As MFA is linked to a named individual, the email should include the individual’s name and not be a generic address such as info@, admin@ etc.

    • If an organisation has an email address it should only be a generic business address e.g. [email protected] and not the address of an individual.
    • Individuals who are the primary contact for an organisation should be added into CCH Central as a contact and associated with that organisation through the Associated tab.
    • If a client has associations to multiple different businesses, they will only require one login address for CCH OneClick. This will be the email address stored on their individual client record.

    2. Client associations
    Associations should be set up within the client record to reflect the relationships that exist with other clients and/or contacts. Individuals will have a single login which enables them to access CCH OneClick for all relevant associations.

    3. Client team responsibilities
    Within the client record, there is a Responsibility tab which can be used to record the various members of the client team. This client team will be reflected in CCH OneClick and will determine which client records employees can see. The client will also be able to see their assigned team within their CCH OneClick workspace.

    4. Employee details & photographs
    Employee email addresses need to be completed within their CCH Central record to ensure you can successfully activate their user to access CCH OneClick. Please ensure that your employee's email address is their work email address as this will be their username for CCH OneClick If you wish to personalise your communications, photographs can be added to your employee records in CCH Central. These will be visible to clients within CCH OneClick.

    5. Engagement Terms
    Working with your clients using CCH OneClick is likely to require a review of your engagement terms to ensure there is an appropriate understanding between you regarding this new form of communication and document sharing.

    ​

    ​

    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.