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.

CASEWARE CLOUD

Store and manage files, documents and engagements, create and manage tasks for staff, request and share documentation with clients all in one secure place.

The CaseWare cloud offers a comprehensive practice management solution with a wide array of apps and features designed to improve practice efficiency. CaseWare Cloud is a secure portal with both ISO 27001:2013 and SOC2 Type 1 & 2 accreditations, giving you have a safe and secure platform to work on. With integration to Office 365 and Google solutions, time expenses and billing are easy to manage with automated time tracking tools.

Review evidence, raise issues or tasks, track WIP, monitor engagement activity or deliverables against a due date.

Explore Further

File Management

File Management

Staff and Contacts

Staff and Contacts

Roles and Permissions

Roles and Permissions

Timeline

Timeline

Engagements

Engagements

Dashboards

Dashboards

Integrated Time and Fees

Integrated Time and Fees

Security

Security

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Files

Files

Store and manage files on the cloud easily and securely. Files on CaseWare Cloud can be accessed from any location, enabling you to work offsite securely and making team collaboration easy.

You can also create links to shared documents in Google Drive, OneDrive or SharePoint accounts. Integration with CaseWare Working Papers enables true collaboration – staff members can access Working Papers files through the cloud to work in synchronization.

Staff and Contacts

Staff and Contacts

Create staff and contacts with all of the usual time features you would expect from a comprehensive practice management system but with the added ability to build teams around engagements, clients or content.

Roles and Permissions

Roles and Permissions

Enjoy complete control of who can access engagements, files, documents or discussions.

Timeline

Timeline

See what your team and client is doing as it happens, with a Timeline view of the progress of engagements in real time.

Use activities to post updates and start discussions so that your staff are aware of what’s happening in the engagement. Create tasks to ensure procedures and firm methodology are followed in every engagement.

Engagements

Engagements

The Engagements app is the ideal place to start your workday because you can easily review engagement progress, see tasks assigned to you, drill down into an engagement, explore and resolve issues.

The engagements app can also be used to track the workflow of non-CaseWare engagements.

Dashboard

Dashboard

Visualize your engagements with customisable dashboards to see your entire workload at a glance. Track your progress, monitor WIP, add your own gadgets, and share your dashboard with others.

Integrated Time and Fees

Integrated Time and Fees

Completely integrated with CaseWare applications, The Time App allows you to manage your organization’s billable hours easily and efficiently. Linking to calendar applications for auto time entry creation, staff members can create their own time and expense entries quickly and simply, or when using CaseWare applications, auto post entries as they complete work for subsequent review and approval.

Find out more about CaseWare, book a FREE demo today

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