Citrin Cooperman & Company, LLP Adopts AI-Enabled DAS Suite Powered by Caseware to Advance Audit Quality, Professional Development, and Scalable Growth

NEW YORK, July 13, 2026 - Caseware, the leading AI platform for assurance and financial reporting, today announced that Citrin Cooperman, the premier professional services provider for private, middle-market businesses and high-net-worth individuals, has adopted the AI-enabled Dynamic Assurance Solution (DAS) Suite. The DAS suite, powered by Caseware, will further advance Citrin Cooperman & Company, LLP’s (the “Firm”) commitment to innovation, audit quality, professional development, and scalable growth.

The firm has implemented the full DAS Suite, including DAS Audit, DAS PCR, and DAS EBP, providing a unified audit platform that enables greater consistency, enhanced collaboration, and data-driven insights across its assurance practice. The initiative reflects the Firm’s commitment to equipping its professionals with modern tools that improve efficiency and strengthen the client experience.

"Our investment in DAS is part of a broader commitment to innovation across the Firm," said Jessie Kanter, Assurance Innovation Leader at Citrin Cooperman & Company, LLP. "As AI and emerging technologies continue to reshape the profession, we're focused on empowering our professionals with intelligent tools that enhance audit quality, accelerate learning, and enable us to scale effectively while preserving the critical thinking and professional judgment that our clients value.”

The adoption of DAS is another step in Citrin Cooperman's broader effort to integrate AI-enabled capabilities and advanced technologies throughout the Firm. By leveraging Caseware Verity, which embeds methodology, guidance, and data-driven insights directly within the audit workflow, the Caseware AI platform helps professionals make more informed decisions, streamline engagement execution, and focus more time on higher-value analysis and client service. Additionally, Caseware’s commitment to deploying agents that operate within the engagement workflow, including the Verity Disclosure Checklist Agent, which drive immediate value, means that firms like Citrin Cooperman & Company, LLP are able to accelerate agentic adoption.

“Firms like Citrin Cooperman & Company, LLP recognize that the greatest value comes from combining deep audit expertise with intelligent, governed workflows that help professionals become more efficient and accelerate time to value for clients,” said David Marquis, chief executive officer of Caseware. “That's exactly the vision behind Caseware Verity, and we're proud to build the agentic platform that enables the firms that are building the next generation of assurance."

Strengthening Professional Development and Audit Quality

For Citrin Cooperman & Company, LLP, the adoption of DAS is about both talent development and technology.

"What resonated with our teams was the ability to access information and insights within the engagement itself," Kanter added. "When professionals can better understand the reasoning behind audit procedures and conclusions, they build stronger technical knowledge and professional judgment. That's an important investment in both quality and the future of our profession."

Supporting a Successful Transformation

CPA.com served as a strategic implementation partner throughout the transition, providing guidance on implementation planning, data migration, training, and change management.

"Successful transformation requires more than implementing new technology," said Kalil Merhib, Executive Vice President, Growth & Professional Services at CPA.com. "It requires aligning people, processes, and data across the organization. We worked closely with Citrin Cooperman & Company, LLP to support a thoughtful transition that reinforces consistency across teams while positioning the Firm for continued growth."

The implementation reinforces Citrin Cooperman's long-term commitment to innovation, continuous improvement, and investment in technologies that enhance the professional experience and maximize value for clients.  

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