From the smallest accountancy practice to large audit firms, CaseWare has become the leading choice for accounts production, tax and paperless auditing. Integration between CaseWare modules through cloud based add-ons brings even further possibilities to increase practice efficiency.

Wipfli LLP

SmartSync helps Wipfli increase productivity and expand collaboration

Since 1930, Wipfli LLP has been creating value and securing the future of its clients, their businesses and the community at large. With unmatched breadth and depth of experience, over 800 Wipfli team members are trained to help individuals and businesses of all sizes streamline processes, improve performance and leverage the right technology to stimulate financial growth. Named by Accounting Today as one of the Top 30 Accounting Firms, Wipfli serves as a trusted business advisor to more than 20,000 clients from its 14 offices throughout Wisconsin and Minnesota.

The company has a reputation as a flexible, technologically-advanced organisation and turns to CaseWare Working Papers and CaseWare SmartSync to help maintain and build upon its reputation.

Collaborative Tools Empower Staff
A long-time promoter of CaseWare Working Papers, Wipfli invested in SmartSync as a way to empower its staff with flexible tools that enable them to do their jobs more efficiently and in a more collaborative fashion.

“We have been using SmartSync for about three years,” says Richard McClure, a business analyst with Wipfli. “It provides anytime, anywhere access to the data we need to do our jobs and meet our clients’ needs.”

SmartSync allows multiple team members to work with copies of client files in real time. The copies are continually synchronised with each other and with the master copy, ensuring everyone has access to the most current information. When a user is working offline, SmartSync queues the changes and synchronisation occurs the next time the user is online. It is a highly effective tool that boosts collaboration and drives efficiency.

Eliminate Geographic Limitations
Accounting firms have traditionally been very geographically focussed, in part because of the limits long distance places on co-ordination of their work.

“Because so much of our work has to be done with staff physically at the client site or at the office working on hard copies of a client file, we were not able to stray far,” explains Dan Szidon, partner in charge of auditing for Wipfli. “CaseWare Working Papers and SmartSync opened up our territory by allowing us to work collaboratively from anywhere. Whether at a client site, hotel, home, office, or airport, we are able to assemble the right team regardless of where they are based.”

“The old model of a team tethered to a location office is obsolete,” adds Mcclure. “SmartSync removes the tether.”

Gain Momentum
Project momentum is preserved because changes and updates are synchronised in real time, without the need to check out and check in files.

“You can’t underestimate the value of momentum. When you are able to work on a project without interruption and with the benefit of others’ input, you are more productive. You get more done I less time and it is work of a higher quality.”

Improve Work/Life Balance
Wipfli strongly encourages its staff to maintain a work/life balance. “It gives us great flexibility as we can work when we want to, wherever we are. Previously we might need to stop off at the office after a day off-site, to upload our work and make it available to others,” McClure says. “Now updates occur as we work. So, at the end of a day, we can go directly home.”

Szidon adds that SmartSync allows management to schedule work on engagements more efficiently because members of the team do not need to be physically together in order to work together productively. “I think of SmartSync as a workforce capacity multiplier,” he says. “It allows us to bring together teams we might not have been able to assemble otherwise.”

Fast and Accurate Synchronisation
Both McClure and Szidon praise the powerful synchronisation and conflict management features in SmartSync and say it is comprehensive, intuitive and fast.

“It is a powerful programme that was very well designed and executed, just like Working Papers,” says McClure. “Our firm invested in staff training and carefully planned out our processing workflow in SmartSync.”

“CaseWare SmartSync is a game-changer,” concludes Szidon. “There is no other program out there like SmartSync – it is a generation beyond. It gives us a breakthrough level of performance capability that is of significant value to Wipfli and our clients."

Published: 01st Apr 2016

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