Collaborate with clients

Content in this topic requires Caseware PBC.

You can add comments or notes related to the question or the response to explain what's missing or confusing in the information the contacts provided, if needed.

To add a comment:

  1. Go the question where you want to add comments or notes.

  2. Enter your comment in the Comment field below the question.

Contacts and staff can add comments as needed. Notice how user initials, date and timestamp of all interactions display in the Comment field.

Staff and client exchange via instant messages entered in the Comment field.