The intelligent collaboration platform
Securely send and manage ‘prepared by client’ data and information requests within your engagement through a single collaboration platform, with full integration with Caseware Working Papers.
Xtend
Features
The query dashboard monitors the progress of information requests
See who responded to requests and when
Easily build template audit request lists, then tailor at the engagement level
Import all responses, or drag and drop those required into the document manager
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Benefits of using Xtend
Securely request, file and store sensitive client data within the audit engagement
Collaborate and communicate with clients more effectively and in real time, allowing for a more adaptable and transparent workflow
Manage client files and requests in one centralised location that is readily accessible by all team members
Track the status of requests across all your audit engagements
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