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CaseWare Cloud - Engagement tracking tool

Take your software to the next level

Our Engagement Tracking tool enhances practice efficiency, enabling accountants and auditors to track the progress of accounts production, audit and corporation tax engagements across their organisation in one location.

The intelligent and easy to use dashboards allow users to focus on critical engagement deadlines, understand your engagement problem areas and monitor performance.  

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Key Features

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Portfolio Management

Monitor assignments relating to all your clients from one dashboard

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Deadline Management

Manage workload based on pending deadlines and deliverables due

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Prioritisation

Clearly indicates progress versus expectations

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Firm Performance Overview

Pin point weakness or difficult areas across the firm

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Filtering Options

Filter to view only incomplete jobs and jobs assigned to you

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Intelligent Tooltips

Displays key information such as due dates, completed dates and user sign off