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
Platform integration
Improved visibility
Strategies for Supporting Collaboration Between Departments in a Business
Caseware’s PBC Requests: Client Collaboration redefined!
Why Accountants Shouldn’t Use Email for Client Collaboration
Find the answers you need
Caseware PBC can be used with Caseware engagements or as a stand-alone app within Caseware Cloud for non-Caseware engagements.
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.
