Build a forward-looking tax practice with automated, efficient workflows backed by expert guidance
Tax service issues rank as a huge source of professional liability insurance claims against small and mid-sized firms. Often, these issues come from errors related to a lack of expertise, manual preparation and client evidence documentation. Caseware’s tax solution merges modern tech with high-quality, comprehensive accounting software offerings to help your practice mitigate tax risks, maintain an audit trail and collaborate with clients.
Explore all Tax products
Next-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices.
Leading platform globally for managing audit, accounting and tax working papers.
Comprehensive data analytics platform designed for audit, accounting and tax functions, reducing risks and enabling informed decision-making.
Cloud-based app for centralized workload tracking and management across all Caseware engagements.
Cloud-based app for client collaboration that enables engagement teams to communicate securely and manage requests in a central location.
Cloud-based app for accounting practice intelligence that effortlessly transforms Caseware engagement data into actionable insights through powerful visualizations.
The way of the future
Adopting Caseware Cloud allowed the firm to store files in a more structured format and apply consistent naming conventions.Read more arrow_forward
Since adopting Caseware for their EBP audits, the JMM team is able to collaborate more easily with both colleagues and clients.Read more arrow_forward
With Caseware, the firm now works more efficiently on engagement files and can easily roll client data over from one year into another.Read more arrow_forward