Caseware PBC What is Caseware PBC? What's New New in Caseware PBC Known issues Get Started Get started - Firm Administrator Get started - Staff Get started - Contact Collaboration PBC Request document workflow Create an engagement file Complete the Client Optimization document Review the PBC Request document Send the PBC Request to clients Clients respond to the PBC Request Review client progress and responses Collaborate with clients Reopen the PBC Request View the status of the PBC Request Wrap Up Complete the PBC Request Locate the client's documents Wrap up the engagement Lock down the engagement Carry forward the engagement
