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.
Client portal and document management system, connecting you, your team and your client for increased efficiency.
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.
Find out more about CaseWare, book a FREE demo today
A new level of staff and client collaboration
SmartSync allows us to be much more productive. Now we can have field personnel and office personnel both working on the same file at the same time.
Kiesling AssociatesSee Case Study