How do clients respond to the RFI?

How do clients respond to the RFI?

How do clients receive a RFI?

A RFI is sent through email to the client and they can access the RFI worksheet from the link attached. Press the View Details button and log-in to the cloud.



How do clients respond to the RFI?

From there, they will have access to the RFI worksheet which will allow them to answer questions and provide the relevant documentation. 


For questions that require evidence or physical workpapers, they can drag and drop and press Submit Response.



For questions that require your client to enter information, they can type (or copy and paste information into the Text input field provided and press Submit Response.


Also note that any further correspondence from the auditor will be notified via email.




    • Related Articles

    • How do I use the Request for Information (RFI) workpapers?

      To create and send a query document, follow the steps provided in the FAQ below. Although this FAQ is specific to the Audit product, the same steps are applicable to Cloud Financials.  ...
    • How can I collaborate on deliverables with clients in SMSF Audit?

      There are two recommended methods of collaborating with clients in CaseWare Cloud SMSF Audit. In this article we will be categorising the two methods depending on your requirements. The document(s) you are sending need to be signed and sent back. ...
    • How do I Send a PDF Copy of my Financials for Review via RFI?

      To send a PDF copy of your financial statements via RFI, follow these steps: Create a query and question set by following the steps in this FAQ: https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-documents-using-queries Note: ...
    • Agile Audit Process Map

      The Agile Audit process map attached in this FAQ below illustrate the best methodology to use our CaseWare Agile Audit for an audit engagement. To go alongside the process map, a series of FAQs are below to provide details on parts of the process ...
    • What are some of the tools you can use to request information from a client?

      The RFI (Request For Information) workpapers are a great way to avoid email and utilise CaseWare Cloud to acquire information and evidence from the client. With this in mind, there are several options available to assist you with requesting ...