Is your collaboration with clients easy, efficient & secure (or just via an email program)? How effective and efficient is the storage of client files necessary for your audit engagement? Is getting those files time consuming, disjointed and challenging to manage effectively?
Enhanced Client Collaboration
Requests for Information commonly sent via email to clients is tricky to manage well. Xtend manages this process, allowing you to track & followup document requests, with requests and responses linked directly to the client entity in Cloud.
Working Papers Integration
Work within your engagement file, build & send information requests directly in your engagement file. See the link below for more information about how the integration works.
Secure & Private
Security and privacy around data are critical. The information clients share with you can sometimes be highly sensitive, so being able to offer them a secure way to do this is beneficial for both them and you.
Overview and Best Practice Webinar
Sarah Butler (Head of Audit & Accounting) hosted a webinar in January, sharing some insights from early adopters, along with our best practice suggestions on how to get the most from implementing Xtend into your audit process.
An Introduction to Xtend:
This new Cloud-based app is the latest in a suite of job management tools available on the CaseWare Cloud platform that allows firms to:
- Securely request, file and store sensitive client data.
- 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 centralized location that is readily accessible
- Automatic updates; nothing needs to be downloaded or installed on a company computer
If you’d like to find out more, you can contact us via the chat box on this screen (lower right hand corner) or by completing and submitting the Contact Form Xtend in the next column: