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New in Caseware Cloud Engagements 2026-08
New in Caseware Cloud Engagements 2026-08
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Caseware Cloud
PBC Requests
PBC Requests
15 articles in this locale.
Collaboration
10
Author content in multiple languages
Clients respond to the query
Collaborate with clients
Complete the Optimiser document
Create an engagement file
Reopen the query
Review client progress and responses
Review the query
Send the query to clients
Staff-client interaction workflow
Get Started
2
Get started with Caseware PBC Requests - Firm Administrator
Get started with Caseware PBC Requests - Staff
Wrap Up
3
Complete the query
Locate the client's documents
Wrap up and lock down the engagement
