Client Inquiries is a client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests smoothly.
Sophisticated checklist management software offers a built-in client query system, ensuring security when sending, receiving and storing data. With it, your team can request information and documents, track client activity and exchange feedback seamlessly.
Powered by Caseware Cloud, Client Inquiries is always available from any location, on any device, at any time. The app is licensed on a per engagement basis, which means you can buy what you need, when you need it and top-up at any time.
Your practice can effectively align client requests with the status of an engagement. This can be achieved by sending multiple, grouped requests at once, or responding to requests individually. The end result is increased efficiency and client satisfaction.
Securely send signed letters and supporting documents to clients in a snap via the built-in query system. Not only will this save your team time, it will also improve client relationships.
Work directly in an engagement file while building and sending information requests to clients. You can also retrieve and accept documents from linked documents, as the information will automatically flow through the engagement file.
Create transparency with real-time status updates and leverage built-in automation for enhanced status-tracking, thus improving client and data visibility.
Use pre-built content as-is or customise it to meet the requirements of your firm and the unique aspects of your engagements.
World-class compliance and streamlined automation, from any location, on any device, at any time.
A robust, automated risk-based auditing solution for audit firms of all sizes.
Auditing that’s easier, faster and complies with the latest International Standards on Auditing.
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