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From the smallest accountancy practice to large audit firms, CaseWare has become the leading choice for accounts production, tax and paperless auditing. Integration between CaseWare modules through cloud based add-ons brings even further possibilities to increase practice efficiency.

WORK SMARTER WITH COLLABORATION & SYNCHRONISATION

Increase efficiency and connectivity in your accounting processes through CaseWare’s cloud based add-on tools.

Collaborate and work from anywhere

CaseWare’s accounts, audit and tax modules are designed to fully integrate with each other making financial reporting and tax submissions simple and accurate. The arrival of cloud technology has taken this a step further.

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.

Working Smarter

SmartSync

Collaborate with confidence - dynamic cloud synchronisation enables teams to work on and review local copies of a client file in real-time.

Connector

Link and cross-reference CaseWare data to Excel workbooks and Word documents to reduce review time and deliver added-value services to clients.

Review on the Go

Collaborate on engagements, post changes and and review and sign off files wherever you are via desktop, laptop or mobile devices.

Collaborate

Client portal and document management system, connecting you, your team and your client for increased efficiency.

Raise efficiency with our cloud based add-ons

SmartSync

SmartSync

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.

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CaseWare Connector:

CaseWare Connector:

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.

Key Features:

  • 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

Review on the Go

Review on the Go

Remain connected via mobile access

CaseWare Review on the Go is the revolutionary answer to managing audit engagements when you are out of the office enabling you to complete engagements faster. Review, access files, respond to issues and complete sign-offs via mobile devices.

Review on the Go not only enables audit teams to work more efficiently, they can complete engagements faster with the information they need at their fingertips whether they are on a train or at a client site.

Review on the Go integrates with CaseWare Collaborate and is available for users of CaseWare AuditAdvanced with SmartSync.

CaseWare Collaborate

CaseWare Collaborate

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.

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Find out more about CaseWare, book a FREE demo today

Committed Partner

“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”.

Audit Partner

Creaseys Group

See Case Study

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