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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 Practice Management

Link any CaseWare product to our cloud based collaboration and client management modules to create a winning practice

Stay in Control of Your Client Communications through Practice Collaboration

Managing customer projects as well as staff time and fees just became easier with CaseWare’s practice management tools. Utilising the power of CaseWare Cloud, sync all accounts and audit tasks connected to a client in one place.

Teams can work together more efficiently, whilst allowing partners an instant view for tracking who is working on what project, the ability to sign off files, along with simple options for reporting on time and billing.

Practice management solutions designed to coordinate and streamline workflows.

CaseWare Collaborate: The powerful client portal and document management system for accountants

CaseWare Collaborate: The powerful client portal and document management system for accountants

CaseWare Collaborate is much more than a client portal. Collaborate empowers teams to work together more effectively from any location, manage client communications and data more securely and to analyse and track engagements.

Manage and store engagement related communications accessible by the entire team, with all communications, activities, messages and files stored and viewed in one convenient online engagement file.

Allow your teams to work together more effectively

Allow your teams to work together more effectively

A comprehensive client portal with document management functionality enables the easy and secure sharing of all engagement files (including Word, Excel and tax documents) within one central location. Files and communications are automatically intuitively filled, securely in the relevant client file in one central location.

CaseWare Collaborate is the only client portal and collaboration tool that is compatible with CaseWare Working Papers.

Collaborate Features

Benefit from Secure Messaging

Benefit from Secure Messaging

Secure messaging means exchanging sensitive data is worry free. Clients or other members of the team can quickly share and update documents, eliminating the need for sending via email.

Advanced Engagement Tracking Tools

Advanced Engagement Tracking Tools

Activity Pulse is your personalised digital dashboard; track your activities, produce data and assign tasks to colleagues from one interface.

Dynamic Collaboration through Built in Apps

Dynamic Collaboration through Built in Apps

Through firm-wide dashboards, customise your apps and at a glance gain unique and valuable insight. Streamline workflows with apps for Companies House and CT600 submissions.

CaseWare Time: Manage and coordinate project schedules with the CaseWare Time workflow tool

CaseWare Time is a powerful workflow tool enabling practices, agencies and consultancies to manage time recording, reporting, clients, project costs and invoicing.

Also available in cloud version, complete with mobile app, CaseWare Time ensures the information vital to your project is accessible whilst away from the office, allowing you to keep on top of project and staff productivity.

Time, Billing & Reporting Management
Choose from hundreds of pre-defined reports to provide detailed analysis of your organisation's activity, key reports include:

  • WIP by team, individual or client
  • Fees ledger and credit control management
  • Exposure Reports
  • Recovery and staff efficiency reporting
  • Budget and administrative information
  • Project and cross-department analysis

Time Features

Track Time

Track Time

Record all timesheet activity and charge rates by staff and client with electronic authorisation.

Operate one client database

Operate one client database

Link to staff and create mail merges by industry, contact type and more.

Sales Ledger & Invoicing

Sales Ledger & Invoicing

Full on-screen billing, statement printer and sales ledger functions.

Rapid, detailed reporting function

Rapid, detailed reporting function

Pre-defined or custom reports that can be exported as PDF or Excel for further analysis.

Project costings

Project costings

Project, sub-project costings, budgets and reports produced by one core system.

Configure user access

Configure user access

Detailed user settings creating specific views from time-sheet only to review and reporting.

Find out more about CaseWare, book a FREE demo today

Revolutionary Audit Tool

Before CaseWare we had an out-dated paper-based system that had become too burdensome and inefficient. Accounts preparation with auditing in one tool is a tremendous advantage and the ability to go paperless can revolutionise a firm’s operations.

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Audit Partner

Peters Elworthy & Moore

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