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Caseware PBC Requests

What is Caseware PBC Requests?

What's New

  • New in Caseware PBC Requests

  • Release updates

  • Known issues

Release History

  • Caseware PBC Requests Fall/Winter 2021

  • Caseware PBC Requests Spring 2021

  • Caseware PBC Requests Fall 2020

Get Started

  • Get started - Firm Administrator

  • Get started - Firm Author

  • Get started - Staff

  • Get started - Contact

Collaboration

  • Staff-Client interaction workflow

  • Create an engagement file

  • Author content in multiple languages

  • Complete the Optimiser document

  • Review the query

  • Send the query to clients

  • Clients respond to the query

  • Review client progress and responses

  • Collaborate with clients

  • Reopen the query

  • View the status of the query

Wrap Up

  • Complete the query

  • Locate the client's documents

  • Wrap up and lock down the engagement

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  • Carry forward new documents
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  • Add or remove a link in a query question
  • Copy files from Cloud
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