Interwoven Provides Accounting Firms with End-to-End Management of Client Files via Integration between Interwoven Collaborative Document Management and CaseWare Working Papers
Integration Enables Firms to Efficiently Create and Manage Complete Client Engagement Files Including Documents, E-Mails, Records, and Scanned Paper
New York, NY – New York CPA Business & Technology Conference – July 25, 2005 – Interwoven, Inc. (Nasdaq: IWOV), provider of Enterprise Content Management (ECM) solutions for business, today announced that it is enabling accounting firms to streamline the document management process through a key integration between its proven WorkSite Collaborative Document Management (CDM) system and CaseWare Working Papers, an industry-leading engagement management application. As a result of the integration, accounting firms can now more easily and efficiently create and manage complete client engagement files—including electronic documents, scanned paper documents, e-mails, and records—in one central Web-based CDM system. The integration, named CaseLink, was developed by long-time Interwoven systems integrator partner RBRO Solutions, Inc, and reinforces Interwoven’s commitment to providing best-of-breed ECM solutions for key vertical markets such as accounting.
CaseWare Working Papers is a leading engagement management application that is widely used by accounting firms throughout the industry. Firms use the application to collect and manage all client engagement-related information, as well as to produce corresponding financial statements.
In order to further streamline the management of client files, many accounting firms are looking to adopt CDM systems to efficiently manage all client-related content in one system. However, previously there has been a lack of integration between engagement management and CDM systems, making it nearly impossible for firms to store final client engagement content alongside other relevant client information in one easy-to-access file. Further, the move for many accounting firms from a paper-based environment to a paperless one has been a slow process, making it all the more difficult to manage client-related documents if a large percentage are stored in physical files and boxes. As a result of the Interwoven-CaseWare integration, firms can now benefit from one unified and seamless system—including document management, e-mail management, records management, and scanning/imaging—to empower professionals across a firm to easily and rapidly locate complete client engagement files.
"As accounting firms continue to make the leap to a paperless environment, there’s more need than ever before for solutions that provide the end-to-end management of all client-related content in one system," said Karen deSouza, product manager, CaseWare International Inc. "The integration with Interwoven enables accounting customers to achieve this high degree of management across both paper and electronic content so they can continue to provide their clients with superior responsiveness and service."
Through the integration, accounting firm professionals and clients will also benefit from easy access to financial statements, reports, and other content regardless of whether they have access to the CaseWare application. With Interwoven WorkSite, they can securely access all relevant client information through familiar desktop applications, including Microsoft Office, or via an easy-to-access Web-based system.
"A primary component to solving the needs of our accounting customers is delivering solutions that address the full lifecycle of their client-related content—only then will they derive the greatest benefit," said Neil Araujo, vice president, professional services solutions, Interwoven. "Integrating Interwoven WorkSite with CaseWare Working Papers enables firms, for the first time, to consolidate all their client related materials into a single system of record, that is easily searchable, shareable, and securely accessible from anywhere at anytime"
Interwoven WorkSite CDM software provides a unique paradigm for managing documents known as engagement-centric collaboration (ECC). ECC represents a user-centric design, which enables professional services practitioners to manage client-related content in the electronic world the way they have done for more than 100 years in the physical world. ECC creates the true electronic equivalent of a case or client file by consolidating documents, e-mails, records, billing, contacts, and all other relevant content for any given client in a single integrated file that is accessible both internally and externally across departments and locations. The e-mail management capabilities of WorkSite provide automatic and simplified user-controlled methods, which streamline and automate the filing of e-mails and documents into dedicated ‘client’ folders. As a result, organizations can keep track of hundreds of thousands of e-mails in context with all other relevant client documents within the Interwoven WorkSite solution as well as make them quickly available via full-text searching throughout the document management system.
About CaseWare International Inc.
CaseWare International Inc. is the world leader in business-intelligence software for accountants, auditors and other professionals. CaseWare products including CaseWare Working Papers and CaseWare Time, enable users in over 60 countries to conduct their business with unparalleled ease and efficiency.
Manager, Marketing and Communications
CaseWare International Inc.
416 867-9504, ext. 188
About RBRO Solutions Inc.
RBRO Solutions brings to the table proven solutions that will save your company time and money, by providing product integrations (like CaseLink) that allow you to better leverage your investment in Solutions such as Interwoven WorkSite and CaseWare’s Working papers product. For more information visit www.rbrosolutions.com
Interwoven, Inc., provider of Enterprise Content Management solutions for business, enables organizations to unify people, content and processes to minimize business risk, accelerate time-to-value and sustain lower total cost of ownership. Interwoven delivers deep industry-specific solutions which reduce business process cycle time from initial collaboration through design, production, sales, marketing, legal review, IT and service. Interwoven leads the industry with a service-oriented architecture today and easy-to-use, best-in-class components and solutions. Today, over 3,300 enterprises, law firms, accounting firms, and professional services organizations worldwide are Interwoven customers including Frank, Rimerman & Co.; Eisner LLP; Roth Bookstein & Zaslow LLP; BT; Ford; Freshfields Bruckhaus Deringer; General Motors; Jones Day; Motorola; and Yamaha. Interwoven is headquartered in Sunnyvale, Calif., with offices around the world. For more information visit www.interwoven.com .