Client Activation
To share secure information with your clients, they require an active CCH OneClick account. Here we show you how to deal with client activation, manage client access, and suspend clients.
Last update: CCH OneClick
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.
CCH OneClick
Activating entity clients
This document outlines the steps and checks required for activating clients in CCH OneClick. Key areas to verify include client associations (ensuring at least one contact is designated), team responsibilities for communication, and proper salutations for messages. The activation process can be done individually or for multiple companies simultaneously. Detailed guidance on managing contact activation, sending welcome messages, and checking activation statuses is also provided to ensure comprehensive client onboarding in CCH OneClick.
CCH OneClick
Client workspace guide
This document serves as a comprehensive guide for clients on using the CCH OneClick client workspace. It outlines the activation process, including setting up accounts and multi-factor authentication. The main features include Messages & Documents for exchanging information, Digital Data Requests for submitting income data, and access to VAT Returns functionality. Clients can manage messages, documents requiring approval, and personal login preferences within the workspace. Additionally, instructions on managing electronic signatures and document approvals are provided, along with directions for data entry related to income sources.
CCH OneClick
Client activation resources
This document provides a comprehensive guide on activating clients for CCH OneClick. It outlines key tasks, including setting task permissions and activating client features within CCH Central. It includes a video guide on the activation process and offers additional resources such as templates for welcome emails, informational flyers, and an animated explainer video to facilitate communication with clients. A downloadable Client Activation Pack is also mentioned, containing branded materials for practitioners to use. Lastly, a link to the user guide for the client workspace is provided.
CCH OneClick
Suspending clients
This document outlines the procedures for managing client access to CCH OneClick, including how to suspend, reinstate, and delete a client's account. To suspend access, select the client record and click the "Suspend OneClick account" icon, which will prevent the client from logging in. Reactivation can be done anytime by confirming the status change back to "Activated." Deletion of the account requires prior suspension and results in the permanent loss of all message and document history, with a warning that no undo is possible.