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Collaboration tools to help accountants work together

Increase practice efficiency and connectivity

SmartSync

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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Xtend

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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Collaborate

Allow your teams and clients to work together effectively

Connecting you, your team and your client for increased efficiency

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Featured Products

Practice Management
SmartSync
Xtend
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Practice Management

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.

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SmartSync

Ensure you and your team have up-to-date client information by syncing working files to maintain momentum while out in the field

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Xtend

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.

Featured Case Studies

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Dains LLP

An integrated approach: Understanding the value of using CaseWare for Audit and Accounts

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First Names Group

CaseWare Makes Fiscal Sense for First Names Group

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RBK

Time savings on administrative tasks and enhanced staff collaboration gives RBK a competitive advantage

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Featured Courses

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