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 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
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.
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
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
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.
Record all timesheet activity and charge rates by staff and client with electronic authorisation.
Operate one client database
Link to staff and create mail merges by industry, contact type and more.
Sales Ledger & Invoicing
Full on-screen billing, statement printer and sales ledger functions.
Rapid, detailed reporting function
Pre-defined or custom reports that can be exported as PDF or Excel for further analysis.
Project, sub-project costings, budgets and reports produced by one core system.
Configure user access
Detailed user settings creating specific views from time-sheet only to review and reporting.
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A new level of staff and client collaboration
SmartSync allows us to be much more productive. Now we can have field personnel and office personnel both working on the same file at the same time.
Kiesling AssociatesSee Case Study