Product

Xtend

The intelligent collaboration platform

Communicate seamlessly and collaborate with clients in real time

More than 55 percent of accounting firms globally say their current client communication process is not very efficient, according to recent Caseware research. In an increasingly competitive world, it’s clear that traditional methods are not up to the task.

Caseware Xtend is a client collaboration app that allows firms and individual engagement teams to securely communicate with clients and manage requests smoothly. Running on Caseware Cloud, it streamlines workflows and facilitates information exchange from anywhere in the world.

Features

Centralised client requests makes for easy management

Sophisticated list management software offers a built-in client query system, ensuring security when sending, receiving and storing data. With it, your team can request information and documents, track client activity and exchange feedback seamlessly.

Customisable content capabilities for a tailored experience

Xtend offers flexible, pre-built content that you can use as-is or customise to meet the requirements of your firm and the unique aspects of your engagements.

Request tracking helps staff stay on top of communications

Use the Xtend app to track the status of client requests. The system will automatically update at important points throughout the engagement. For example, the app triggers automatic status updates when there’s an outstanding request or when the client responds.

Timed client requests

Your practice can effectively align client requests with the status of an engagement. This can be done by sending multiple, grouped requests at once, or responding to requests individually. The end result is increased efficiency and client satisfaction.

Benefits

Enhanced client communication

Securely send signed letters and supporting documents to clients in a snap via the built-in query system. It saves your team time and helps you improve client relations.

Platform integration

Work directly in an engagement file while building and sending information requests to clients. You can also retrieve and accept documents from any linked file.

Improved visibility

Create transparency with real-time status updates and leverage built-in automation for enhanced status-tracking, effectively improving client and data visibility.

Find the answers you need

What does it look like when integrating Working Papers with the app?

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Within the Working Papers file, you can access the Xtend app to directly send and receive requests. Xtend is associated with the engagement itself. The new receive button in Working Papers can be tailored to automatically receive accepted documents from the Xtend app with customisation.

Do I need to provide portal access to my clients to get them to submit their data and files to me?

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Yes. Note that you can restrict their access to a very basic level, and they won’t see anything you don’t give them specific access to.