What is Caseware PBC?

Caseware PBC solely addresses client collaboration. Client collaboration surpasses the team work concept. It refers to how accounting firms:

  • Communicate with clients to request information

  • Keep track of client activity

  • Simply and effectively provide and receive feedback

  • Perform all the above within a secure hub

Caseware PBC takes collaborative accounting to the next level. It enables firms to serve clients with speed and efficiency, offering immediate response to questions and exchange of data and documents - all within the secure Caseware Cloud platform.

To learn more, see Get started with Caseware PBC.