Managing PBC documents and requests is often identified as the single biggest pain point for CaseWare Working Papers firms. Many recognize the need of using online collaborative tools built to streamline how everyone works together - but which one is right for you?
This product tour of OnPoint Collaborate, designed specifically for users of CaseWare Working Papers, will show how you can drive efficiency and transparency during the PBC document and query process through to completion.
We’ll highlight 4 ways OnPoint Collaborate (built on the CaseWare Cloud) and its key features are tailored for your success:
• Intelligent requests: Questions seen by clients can be intelligently tailored in or out based on how the client responds
• Status tracking: Both you and your clients can instantly see what requests have been fulfilled, which are outstanding, and what conversations and questions exist around PBC requests
• Real-time PBC Collaboration: Drive the process forward through online transparency instead of back and forth, one-off emails or email notifications
• Integrated platform: Connect your PBC requests to your CaseWare Working Papers engagements to ensure that information gathered through requests is stored exactly where you want, automatically