Fast, accurate and efficient - the intelligent choice for client collaboration
Request Cloud accountCollaboration between your staff and clients can reach new levels of efficiency and productivity thanks to CaseWare Xtend. 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 and files with bank level security built in.
Streamline time consuming work, enhance data security and create greater relationships between staff and clients.
Intelligent Processing
Requests can be sent to as many contacts for each entity
Monitor the progress of each information request, outstanding procedures and the response deadline
Each question answered provides date, time and name of individual who responded
Information request questions tailors the document on previous answers
Documents can be saved into the document manager or dragged and dropped into the Working Papers file/engagement
A secure way for clients to share sensitive information
Audit
SmartSync
Collaboration Tools
Raise efficiency with advanced audit optimisation with our paperless tools for quality audits.
Ensure you and your team have up-to-date client information by syncing working files to maintain momentum while out in the field
Collaboration tools to help accountants work together - collaborate remotely on real-time data with our intelligent cloud solutions to quickly improve practice efficiency whether remote working, at a client's site or in the office.
A new level of staff and client collaboration achieved at Kiesling with CaseWare SmartSync
SmartSync helps Wipfli increase productivity and expand collaboration
How do I eliminate unnecessary audit work the team does?
The unique Optimiser tool in AuditAdvanced automatically disables non-applicable elements of an audit pack in seconds, by asking you a series of preliminary questions, thus avoiding time spent working on unnecessary procedures and checklist. A Financial Statement Area worksheet (FSA) will also flag potential occurrences of over-auditing by analysing unnecessary procedures.
How do I speed up the audit work?
Using AuditAdvanced, digital audit and non-audit packs can be created and tailored to your client in seconds. With all the necessary checklists in place, you can drag and drop additional documents of any format into the document manager. Simple right click annotation tools are available in all areas to make referencing quick and easy to follow.
How do I add value for my client?
Within your AuditAdvanced pack, you will be provided with various summaries that are designed to be client deliverables. These include proposed adjustment summaries, profit reconciliations and client queries. Our innovative Constellation function will also provide easy to understand visuals to explain areas of weakness or potential fraud. The client portal features in CaseWare Cloud will also allow you to work with your clients more closely than ever before.
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