Client Portal
Client portal
Ready to sign up to our online client portal?
Our online portal provides a secure means of exchanging messages and documents between yourself and your accountant. It also provides the ability to approve and e-sign documents in a quick and easy manner. Once uploaded to the client portal your documents will remain there for easy instant access.
If you aren’t yet signed up to our online client portal then contact us today to start the process.
01597 824855
The process
01
Invitation
Receive an invitation to join the Client Portal
02
Register
Register your account
03
Access granted
You're now ready to view, authorise and upload to your personal portal with ease
04
24/7 Access
You'll now have 24/7 access to your safe and secure online documents
Already registered?
- CCH OneClick gives you instant, secure access to all the documents, files and compliance output from us
- Your own document centre for instant access to all your important documents. Access is 24/7
- Access information anytime, anywhere, including past returns, documents etc..
- Share sensitive information or approved documents via your mobile devices
- Collaborate with us in real-time
- Remain GDPR-compliant
Client Portal Help Videos
A selection of videos provided by Wolters Kluwer to help with accessing your account on our client portal
Activate your account
A short video that shows the process of activating a new or upgraded CCH OneClick account and configuring MFA for the first time.
Logging into your account
A short video showing the process of logging in to CCH OneClick and entering your MFA.
Organisation Switching
The Organisation Switcher is only displayed to CCH OneClick client users that have access to more than one client entity within the same accounting practice, or across multiple accounting practices.
Account recovery
A short video demonstrating the use of recovery codes when the user doesn't have access to their MFA device and using the Recover Password link.
