Collaborate and work from anywhere
Now CaseWare clients 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.
Collaborate with confidence - dynamic cloud synchronisation enables teams to work on and review local copies of a client file in real-time.
Link and cross-reference CaseWare data to Excel workbooks and Word documents to reduce review time and deliver added-value services to clients.
Collaborative cloud-based 'prepared by client' tool empowering accountants and auditors to securely communicate with clients and send multiple file requests from a secure portal.
Client portal and document management system, connecting you, your team and your client for increased efficiency.
Track and prioritise engagement deadlines from one intelligent colour-coded dashboard
Raise efficiency with our cloud based add-ons
Access client information wherever you are
Teams become more efficient and better connected through collaboration with SmartSync. Automatically synced from your teams on the road back to the office via the cloud. Eliminate the need for paper based files with peace of mind whilst reviewing local copies of a file in real-time, with all data synced automatically in the background.
Link Excel & Word Files with CaseWare
Suitable for in-house accounting teams as well as accountancy practices.
CaseWare Connector allows you to link and cross-reference CaseWare data to Excel workbooks and Word documents, ensuring that there is no need to re-key data, as the latest information will always be present in your CaseWare file.
Featuring a dynamic toolbar interface providing instant drop-down access to the whole financial database of an active client rapid switching between active clients, and a variety of convenient tools designed to simplify and streamline reporting between MS and CaseWare. The result is reduced reviewer time.
- Integrate data with any part of CaseWare Working Papers database including amounts and properties of accounts
- Add full annotations including referencing, tick marks and drill down to supporting documents and transactions
- Formula builder wizard and mapping tools
- Link to existing MS Excel-based models
Allow your teams and clients to work together more effectively
Much more than a client portal, CaseWare Collaborate, part of our Practice Management range, empowers practices to work together more effectively from any location, to manage client communications and data more securely and to analyse and track engagement and practice data.
Enhance client collaboration with our new 'prepared by client' cloud tool
Communicate with clients and receive information instantly by using this intelligent cloud-based solution. Accounting Practices have the ability to send and manage multiple requests from a centralised file management system providing a single location for all your client data and files with bank-level security built-in.
Find out more about CaseWare, book a FREE demo today
“I know there is a lot of new product development going on at CaseWare. This constant innovation is very reassuring and being involved with the product development has made us feel very much in partnership with them”.
Creaseys GroupSee Case Study