Get started with Caseware PBC Requests - Firm Author
Content in this topic requires Caseware PBC Requests.
Before you get started with Caseware PBC Requests, ensure that your firm administrator completes the following tasks:
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Grants you the Settings Admin security role (or similar)
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Grants you access to Caseware PBC Requests. To learn more, see Create staff and Built in roles.
To start, sign in to your firm's Cloud site. As a firm author, the actions you can perform include:
Want to watch the Get Started with PBC Requests for Firm Authors series? Click here.