Caseware PBC Requests What's New New in Caseware PBC Requests Release updates Known issues Release History Caseware PBC Requests Fall/Winter 2021 Caseware PBC Requests Spring 2021 Caseware PBC Requests Fall 2020 Get Started Get started - Firm Administrator Get started - Firm Author Get started - Staff Get started - Contact Collaboration Staff-Client interaction workflow Create an engagement file Author content in multiple languages Complete the Optimiser document Review the query Send the query to clients Clients respond to the query Review client progress and responses Collaborate with clients Reopen the query View the status of the query Wrap Up Complete the query Locate the client's documents Wrap up and lock down the engagement
