Product

PBC

Improve client request management and enhance customer communications

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 PBC is a client collaboration app that makes it possible for 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

Centralized 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. Also, for easy client collaboration, Caseware PBC offers a digital electronic signature function that allows clients to sign their documents from anywhere.

Customizable content capabilities for a tailored experience

Caseware PBC offers flexible, pre-built content that you can use as-is or customize 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 PBC app to track the status of client requests. The system will notify the staff at important stages 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 achieved 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. Not only will this save your team time, it will also 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 linked files, as the information will automatically flow through the engagement file.

Improved visibility

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

Find the answers you need

Can Caseware PBC be used as a stand-alone app?

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Caseware PBC can be used with Caseware engagements or as a standalone app within Caseware Cloud for non-Caseware engagements.

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

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Within Caseware Working Papers, you can access Caseware PBC to directly send and receive requests. Caseware PBC is associated with the engagement itself. The receive button in Caseware Working Papers can be customized to automatically receive accepted documents from Caseware PBC.

PBC