Collaborate like never before.

 

PBC Requests is the latest add-on in our suite of job management tools within the CaseWare Cloud platform. The tool allows firms and individual engagement teams to seamlessly communicate with clients, securely manage client requests, and streamline the workflow of obtaining information from clients.

CaseWare PBC Requests Features

Centralized Client Requests

With the built-in client query system, all communications and supporting documents are securely sent, received, and stored so client requests can be easily managed.

Customizable Content

Flexible content which can be used as-is or can be highly customized to meet the requirements of the firm and the engagement.

Request Tracking

The status of a client request will automatically update at relevant points throughout the engagement. For example, status updates are triggered when there is an outstanding client request, or when the client has responded.

Platform Integration

Work on the engagement using the embedded Working Papers browser or a separate browser. View the Documents Manager and cloud engagement file, side-by-side within Working Papers.

Receive Function

With a single click, users are able to set - at a template level - where the documents will go within the Working Papers file.

Timed Client Requests

Effectively align client requests with the engagement status. This can be done by sending multiple, grouped requests at once, or responding to requests individually.

Interested in seeing the product features come to life?

Watch a product demo, below!

Watch the Desktop Hybrid Integrated Solutions recorded webinar