Achieve more with CaseWare Personal and Partnership Tax software, built on our intelligent cloud platform. Easily prepare self-assessment tax returns and submit them directly to HMRC.
Access intelligent worksheets, only displaying areas of relevance to your client and automate manual, time-consuming tasks quickly.
Consolidate files, reviews and records in one place as all of your client queries, review points, supporting documents, hyperlinks and notes are stored within the tax file.
Reduce administrative and repetitive tasks with our intelligent prepared by client query function - Capture, collate and organise tax data and automate your chasers
Add checklists or queries to your template at firm level so everyone follows the same processes every time
Integrated guidance links your staff to the relevant help sheets and manuals at the point of need
Create hyperlinks from your tax worksheets to the source data in just two clicks. Save your file notes on any line you need them by pinning them to the tax worksheets or PDFs with our annotations tool
Summarise issues and review notes with a full audit trail, progress tracking and @ mentions
Take control of your submissions with our intuitive easy eFiling tool
Our Tracking dashboard enables users to track the progress of your tax engagements and deadlines across your business
Import partners profit share information to their Personal Tax return
Copy and paste from Excel into
Produce tax computations and CT600s faster and streamline financial reporting with dynamic integration through your accounting platform - ideal for both practice and business.
Ensure the highest level of accuracy and compliance by streamlining and simplifying your financial reporting process. Our accounts production software provides a quick and simple way to produce financial statements across a wide range of entity types.
Our client portal solution empowers accountants to 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.
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.
We would love to hear from you, so give us a call or complete the form below.