Get started with CaseWare PBC Requests

This topic applies to CaseWare PBC.

Learn more about CaseWare PBC

Before you get started with CaseWare PBC Requests, you need to ensure that the following tasks are completed by your firm administrator:

  1. Grant you access to PBC Requests. To learn more, see Create staff and Built in Roles.

  2. Create an entity - an entity represents your client’s organization.

  3. Create accounts for client contacts and grant them the necessary access rights.

To start, sign in to your firm’s CaseWare Cloud site, create a PBC Requests engagement and complete the Optimiser document.

CaseWare PBC Requests workflow.

In the Optimiser, if you choose to:

  1. Build your own query, then:

    1. Add the information request items in the document

    2. Start client interaction

    3. Complete the query

    4. Locate the documents provided by clients

    5. Wrap up and lock down

  2. Use PBC templates, then:

    1. Review the query document

    2. Start client interaction

    3. Complete the query

    4. Locate the documents provided by clients

    5. Wrap up and lock down