Get started with Caseware PBC Requests - Firm Author
This topic applies to 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)
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.