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:

  • Grants you the Settings Admin security role (or similar)

  • 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.