At the end of a project, it is possible to create a PDF archive of the CaseWare file structure within WorkSite in order to have long term access to a static record of the engagement documents. This is made possible simply by selecting the Synchronize to WorkSite option from within the CaseWare application. Non-CaseWare users can now have easy access to relevant information from within WorkSite. Completed work papers can be added to workflow processes for quick review by management.

In addition, CaseWare users now have the full benefits of working with Autonomy iManage WorkSite:

• Single point of access for all client related content i.e. correspondence, reports, email, etc.
• Track document versions
• Profile documents
• (Full Text) Search documents
• Provide extranet access to clients

A 30-day evaluation copy is available upon request. Click here for a brochure of this product. For more information, please request a webinar or a live demonstration for any of our products. Submit a Request now or email sales@rbrosolutions.com.