What is Caseware PBC?
Caseware PBC is a client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests. Running on Caseware Cloud, it streamlines workflows and facilitates information exchange from anywhere in the world.
Its list management software offers a built-in client query system, ensuring security when sending, receiving and storing data. With it, teams can request information and documents, track client activity and exchange feedback. Also, for improved client collaboration, Caseware PBC offers a digital electronic signature function that allows clients to sign their documents from anywhere.
The PBC app can be used to track the status of client requests. The system will notify the staff at important stages throughout the engagement. For example, the app triggers automatic status updates when there’s an outstanding request or when the client responds.
Categories & Use Cases
Technical Details
| Mobile Application | No |
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FAQs
What is Caseware PBC?
Caseware PBC is a client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests. Running on Caseware Cloud, it streamlines workflows and facilitates information exchange from anywhere in the world.