Work without limits, collaborate with confidence
Collaboration tools for accountants and tax professionals
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Collaboration tools for accountants and tax professionals
get in touchOur accounts, audit and tax software solutions are designed to fully integrate with each other making financial reporting and tax submissions simple and accurate.
Users can collaborate remotely on real-time data; review, comment and sign off files, submit statutory reports online, manage engagements and transfer sensitive client data securely online with our cloud-based add-on tools.
Built for a cloud environment, our intelligent solutions can quickly improve practice efficiency whether remote working, at a client's site or in the office.
Access client information wherever you are
A powerful bolt-on tool for CaseWare, enabling audit teams in different locations to synchronise and update their work via CaseWare Cloud, but without the constraints of having to be online 24/7.
Whether you’re online or offline, at a client site or at the airport, SmartSync lets you collaborate with confidence. Team members can now work on and review local copies of a client file in real-time, with all data synced automatically in the background.
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Enhance client collaboration with our 'Prepared By Client' cloud tool
Communicate with clients using intelligent questionnaires easily and securely. With the ability to send and manage multiple requests our centralised file management system provides a single location for all your client data.
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Migrate trial balance data from desktop to cloud
Transfer all data from the trial balance with a click of a button
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Practice Management
SmartSync
Xtend
Managing customer projects, staff times and fees just became easier with our practice management tools. With the power of CaseWare Cloud, you can sync all engagement data connected to a client conveniently in one location.
Ensure you and your team have up-to-date client information by syncing working files to maintain momentum while out in the field
A cloud-based 'prepared by client' collaboration tool empowering accountants and auditors to securely communicate with clients and send multiple file requests from a secure portal.
Cloud and SmartSync
Half Day
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A half day training course aimed at existing CaseWare AuditAdvanced users who are now wishing to learn how to use CaseWare Cloud.
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