OnPoint Collaborate

Collaborate is part of the OnPoint Suite that solely addresses client collaboration. Client collaboration surpasses the team work concept. It refers to how accounting firms:

  • Communicate with clients to request information

  • Keep track of client activity

  • Simply and effectively provide and receive feedback

  • Perform all the above within a secure hub

OnPoint Collaborate takes collaborative accounting to the next level. It enables firms to serve clients with speed and efficiency, offering immediate response to questions and exchange of data and documents - all within the secure CaseWare Cloud platform.

To learn more, see Get started with OnPoint Collaborate.