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Client collaboration software

Intelligent client collaboration software

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Watch our short video to find out more about our collaboration solution 

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Key benefits

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Tailorable requests

Create your own information requests and save them as a firm template
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Email efficiency

Eliminates the requirement to send multiple emails requesting further information
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Intelligence

Intelligently tailors questions a user sees and removes irrelevant questions
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Information tracking & storage

Easily identify areas of outstanding information without the large email threads which file automatically in a predetermined location

Intelligent Processing

Developing for tomorrow, delivering today

Featured Products

Audit
SmartSync
Collaboration tools
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Audit

Raise efficiency with advanced audit optimisation with our paperless tools for quality audits.

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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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Collaboration tools

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. 

Featured Case Studies

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Kiesling Associates LLP

A new level of staff and client collaboration achieved at Kiesling with CaseWare SmartSync

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Wipfli LLP

SmartSync helps Wipfli increase productivity and expand collaboration

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Featured FAQs

icon_2 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.

caseware-audit-logo 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.

caseware-audit-logo 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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