Clear engagementcontrol
Keep engagements running smoothly with shared visibility and clear ownership. Caseware centralises setup, tasks, issues, review notes and approvals in one workflow, giving you real-time status without spreadsheets or status meetings.
Total visibility starts here
Consistent oversight across engagements
Run engagements with a common structure and clear visibility across teams and service lines.
Clear ownership and accountability
Responsibilities are assigned and visible throughout the engagement lifecycle, reducing ambiguity and escalation.
Fewer late-stage surprises
Spot delays, issues and bottlenecks earlier so review and close stay predictable.
One workflow, any engagement
The same level of control applies across audits, reviews, compilations and other engagements.
Clear control across every engagement
Define scope, roles and responsibilities during engagement acceptance, establishing shared expectations from day one.
Centrally track tasks, issues and review notes with clear owners and real-time status.
Dashboards show progress, open items and upcoming milestones so managers can course-correct early.
Document reviews, approvals and sign-offs in the workflow to support governance and a clear audit trail.
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