CCH OneClick – Client Guide

 

CCH OneClick is designed to be a straightforward way to securely access, share, and communicate about documents with your accountant. Once logged in, you’ll be able to manage your tasks and keep track of everything in one place.

 

How to interact with the OneClick platform, focusing on document sharing and collaboration:

 

1. Receiving an Invitation/Email Notification

• When LFB shares a document or folder with you, you’ll receive an email invitation or notification.

• The email will contain a link to CCH OneClick to access the shared content.

 

2. Creating Your Account

If you don’t already have a CCH OneClick account:

• Click the link in the email, which will direct you to a sign-up page.

• Enter your name, email address, and create a password.

• Follow any instructions in the email to verify your account, if necessary.

Once your account is set up, you can log in anytime to view shared documents and communicate with LFB.

 

3. Logging Into CCH OneClick

• Visit the CCH OneClick login page at  www.landfamilybusiness.co.uk and enter your email and password to access the platform.

• If you've logged in before, it should take you directly to your client dashboard.

 

4. Navigating the Client Dashboard

After logging in, you will be directed to your Client Dashboard:

• Documents Section: Here, you can view any files that have been shared with you by your accountant.

• Tasks Section: If your accountant has assigned you any tasks (such as filling out a form), they’ll appear here.

• Notifications: Any important updates, such as messages or document requests, will be displayed in your notifications area.

 

5. Accessing Shared Documents

To view documents shared with you:

• In the Documents section of the dashboard, look for the shared folder or specific document.

• Click on the document title to open it.

• You can download the file to your computer if you want to save a copy locally.

 

6. Uploading Documents

If your accountant requests additional documents from you, you can upload them directly to the platform:

• Navigate to the Upload Documents button in your dashboard.

• Select the document(s) you need to upload from your computer and click Upload.

• Once uploaded, the document will be available for your accountant to access.

 

7. Commenting or Communicating on Documents

If you need to ask a question or add a comment on a shared document:

• Open the document you wish to comment on.

• There should be an option to add a comment or message your accountant directly within the document’s interface.

• Type your comment and hit Send to notify your accountant.

 

8. Viewing and Completing Tasks

If you have tasks assigned to you:

• Go to the Tasks section of your dashboard.

• Click on a task to see more details, such as instructions or deadlines.

• Once you complete the task (like filling out a form), you can mark it as complete.

This helps your accountant keep track of your progress.

 

9. Downloading Documents

To save any documents to your computer:

• In the Documents section, locate the file you want.

• Click the Download button next to it to save a copy.

 

10. Accessing Support

If you encounter any issues or need help:

• Look for a Help section on the platform, where you may find FAQs or guides.

• If you need further assistance, there should be a Contact Support button to reach out for help.

 

11. Security Features

• Two-Factor Authentication (Optional): For added security, you can enable two-factor authentication to protect your account.

• Password Management: Ensure your password is strong and update it regularly for account security.

 

If you need help or more detailed instructions on any specific feature please contact Luke Cochrane at luke.cochrane@landfamilybusiness.co.uk or call 01480 445490