Overview

PS Collaboration Suite is a document management suite of apps for professional service firms. PS Collaboration Suite is a bundle of five (5) software applications designed to manage and track internal communication, client communication and engagement documents.

• Communications
• Document Request
• Independence Verification
• Open Items
• Meetings

This suite of Apps provides a collaborative solution for your company to quickly communicate and exchange data and documents with clients and staff with clarity. PS Collaboration Suite provides the capabilities to:

• Request all necessary documents for a client engagement with a few clicks.
• Monitor and control the receipt of those documents.
• Customize your own document request templates for various engagement types.
• Create, send, and receive engagement letters with court approved electronic signature (DocuSign).
• Quickly seek and obtain information from clients and staff.
• Document all communications with client and staff.
• Create and send independence verifications and monitor staff response.
• Manage distribution of documents.
• Track return of receipt acknowledgements.
• Set up automatic “Past Due” notices.
• Manage and control documentation of client and staff meetings.
• Create reporting with an easy to use tool.

These applications include standard configuration and workflow allowing you to use them out of the box with little to no setup required. Or if your client engagement or business process is unique, custom forms, data fields, workflows, and reports can be created in a fraction of the time compared to other industry applications. Kahua also enables the data to be easily shared across apps internally and with external companies.

Languages	English
Supported Environments	Desktop