Client Inquiries

Enhance client communications and document request management.

Probe Compilation 9

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.

Features

Centralised client requests makes for easy management

Sophisticated list 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. Also, for easy client collaboration, Caseware CI offers a digital electronic signature function that allows clients to sign their documents from anywhere.
Centralized client requests makes for easy management
Customizable content capabilities for a tailored experience

Customisable content capabilities for a tailored experiences

Caseware CI offers flexible, pre-built content that you can use as-is or customise to meet the requirements of your firm and the unique aspects of your engagements.

Request tracking helps staff stay on top of communications

Use the Caseware CI app 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.
Request tracking helps staff stay on top of communications
Timed client requests

Timed client requests

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.

Key Features

Enhanced client communication

Enhanced client communication

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.

Platform integration

Platform integration

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.

Improved visibility

Improved visibility

Create transparency with real-time status updates and leverage built-in automation for enhanced status-tracking, thus improving client and data visibility.

Tailored experience

Tailored experience

Use pre-built content as-is or customise it to meet the requirements of your firm and the unique aspects of your engagements.

Required Products:

Caseware Cloud

Caseware Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

Optional Extras:

Audit International

Audit International

A robust, automated risk-based auditing solution for audit firms of all sizes.

Probe Audit Premium+

Probe Audit Premium+

Auditing that’s easier, faster and complies with the latest International Standards on Auditing.

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