Caseware’s audit solutions provide a streamlined approach to managing and performing audits, quality control at the audit task level in accordance with ISA requirements without impacting quality, with content provided by major accounting authorities. When combined with working papers (audit documentation), Caseware Audit can significantly improve the effectiveness of your guarantees, analysis and reporting.
Caseware Audit solutions can be used for both external and internal audit procedures. Built-in content and methodology allows companies to meet world-class standards, and online audit firms can easily modify and create custom content to meet company standards.
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Working Papers is flexible project management software. It provides a single location for your data – enabling real-time collaboration. In addition, direct scanning, online review, efficient cleaning and sophisticated blocking. All the information you need during a project is easily accessible. The data is linked so that any changes you make are available to all linked documents.
Workpapers allow you to work smarter and faster than ever before. With powerful document management, real-time collaboration and online checks. Also easily manage review and approval of completed actions using up to 8 signatures
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Caseware Audit provides significant flexibility. You can use built-in content and templates. Also add and create your own to meet your brand standards. Our OneForm document provides a single area for documenting all areas of your audit involvement. This, in turn, simplifies the audit process for even your most complex clients.
Caseware licenses certain content to Audit International under an agreement with Certified Professional Accountants of Canada (CPA Canada). The content contains unauthorized guidance on the application of International Standards on Auditing (ISAs) issued by the International Auditing and Assurance Standards Board (IAASB).
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Caseware SmartSync technology takes collaboration to the next level. SmartSync is a file synchronization system that allows you and your team to work on client files simultaneously. When you work on a file, your changes are instantly synced with every online user, and their changes are synced with you. This way, your team will always work together effectively, no matter the circumstances.
If you are offline, your changes will be made automatically the next time you come online. SmartSync centralizes your files on your network and allows you to access your files securely without the need for a VPN connection.
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If you’re offline, your changes will be made automatically the next time you connect to the network.
When you work with a file, your changes are instantly synced to each online user, and their changes are synced to you.
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Caseware Connector integrates and automatically updates, links and compares all files from your Caseware package in Microsoft Excel or Microsoft Word. This means you’ll always be working with the latest data, even in your MS Office documents. Data synchronization leads to a reduction in verification time. Connector helps you link information from customer profile, accounts, mappings, details and groupings, document information, tax export code and more.
Apart from this, you can also customize the final balance according to the selected period type, number format, rounding type, currency and much more.
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Automatically integrate data from Caseware digital files into Word and Excel documents.
When you change data in Caseware, your Excel or Word files are automatically updated as well.
Are you starting a new financial year? Caseware Connector automatically corrects the data.
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Increase the quality and efficiency of your tasks with tools that simplify interactions between staff and customers. Caseware’s cloud-based technology provides complete file and commitment management. Our centralized file management system provides a single folder to house all your tasks.
Possessing Caseware Cloud will give you an unprecedented overview of your engagements. . With innovative web tools, you can easily monitor the quality of your work, centralize all your work files in one place, and collaborate in real time with colleagues and clients.
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Use built-in roles to simplify rights and access management or create permissions based on specific security interaction needs on par with large banks.
Manage your time and pay bills from any web-based device. Cloud automatically creates a draft schedule based on your calendar.
Allow staff to collaborate on the same client file and make it easy to check and confirm from anywhere.