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OnPoint Collaborate

What is OnPoint Collaborate?

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

Collaboration

  • PBC Request document workflow

  • Create an engagement file

  • Complete the Client Optimization document

  • Review the PBC Request document

  • Send the PBC Request to clients

  • Clients respond to the PBC Request

  • Review client progress and responses

  • Collaborate with clients

  • Reopen the PBC Request

  • View the status of the PBC Request

Wrap Up

  • Complete the PBC Request

  • Locate the client's documents

  • Wrap up the engagement

  • Lock down the engagement

  • Carry forward the engagement

Authoring

  • Browse firm authoring topics

Practice Management

  • Browse practice management topics

Administration

  • Browse firm administration topics

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