DY’s Client Portal
A quick, secure, and simple way to exchange information.
Welcome to CCH OneClick
We’ve partnered with Wolters Kluwer to bring you a tool designed for connectivity and efficiency. Our client portal saves valuable time for both you and our team at DY, while also being environmentally friendly.
What is the OneClick portal?
It’s a secure platform for exchanging messages and documents with your accountants. Safer than email, it allows you to access all your files in one place and approve documents with a simple click – no need for printing, signing, or sending back.
Why use CCH OneClick?
The benefits speak for themselves:
- Instant, secure access – View all your documents, files, and compliance records in one place.
- 24/7 availability – Access important documents anytime, anywhere.
- Seamless collaboration – Work with us in real time, wherever you are.
- GDPR-compliant – Keep your data secure and fully compliant.
- Easy approvals – Sign and share documents on the go, straight from your mobile device.
How can I get started?
Getting set up is quick and easy. Simply fill out the form using the button below. Once we receive your details, our team will update our systems and get you onboarded. You’ll then receive an activation email within three working days.
Sign Up Here
Quick Guides
Messages
The Messages tile displays the number of messages in your account, including how many are unread or require your approval.
You will receive an email notification from notifications@accountantspace.co.uk when a new message arrives.
To send a message, click ‘+ New Message’, select a recipient from your Dyke Yaxley team, and use the ‘Add Files’ button or drag and drop to attach documents.
Documents
The Documents tile stores all your files, organised into folders.
Documents requiring approval will be marked with an exclamation mark (!).
You can approve or reject documents either from the Documents tile or directly from the message they were attached to.
To take action, tick the checkbox next to the document, select Approve or Reject, and enter your password when prompted.
FAQs
How do I set-up an account?
How do I activate my account?
How do I recover my account?
I cannot log in / My password isn’t working – what should I do?
Ensure you’re using the correct email address. If you have multiple email addresses, check which one your notifications are sent to. We can also verify the linked email on our system.
If your password is auto-filled, delete it and type it in manually.
If it still doesn’t work, click ‘Forgotten password’ below the login box and follow the steps to reset it. Please note: We cannot change your password for you.
I can log in but can’t find my messages
If you don’t see the ‘Messages and Documents’ tile, click on ‘Add Tiles’, select it, and then click ‘Add’.
I cannot see the option to approve/reject documents
The approve/reject option will only appear after you have viewed the document.
Can’t find what you’re looking for?
If your question isn’t answered in our FAQs, contact us and our team will be happy to help.
