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Easily share information with clients during audits: CaseWare PBC

CaseWare PBC (‘Prepared By Client’) replaces the traditional e-mail communication with clients during audits. You send your clients a questionnaire, they fill in the information and the data is automatically saved in the client file.

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With CaseWare PBC, you save time and work more accurately

During an audit process, innumerable e-mails are sent back and forth between the auditor and the client to exchange details and information. CaseWare PBC takes care of that process for you.

How does it work?

  • Personalise the questionnaire template (tailored to your office or your client)
  • Show where the client’s answers have to be integrated and under what name
  • Click to send the questionnaire
  • The app automatically integrates the answers into the electronic file

CaseWare PBC can be combined with our on-premise audit solutions:

CaseWare Micro-Audit

CaseWare IAT Lux

CaseWare PBC: who is it for?

Auditors and company auditors (Belgium and Luxembourg)

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Get Started.
Request your online demo

CaseWare PBC replaces the traditional e-mail communication with clients during audits. You send your clients a questionnaire, they fill in the information and the data is automatically saved in the client file.

REQUEST YOUR ONLINE DEMO

Do more with our add-ons

For even better results, you can also use these add-ons with your CaseWare solutions:

CaseWare Connector

CaseWare Connector integrates and automatically updates all the files from your CaseWare package in Microsoft Excel or Microsoft Word. This means that you will always be working with the latest figures, even in your MS Office documents.

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