Working Papers

A flexible and intuitive platform for managing accounting and audit working papers

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Deliver high-quality engagements with seamless integrations

Caseware Working Papers is a flexible engagement management platform that integrates everything you need to conduct accurate assurance and reporting engagements. It provides a one-stop location for your data and documentation.

Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents. Significantly decrease manual effort associated with an audit while improving the transparency, consistency and quality of your team’s work.


Seamless data imports from a variety of sources

Import trial balance or general ledger details from over 60 accounting packages, or applications like Word, Excel, PDF, ERPs and other electronic formats.

Powerful document management platform for added efficiency

Access a comprehensive working paper management system with a wide range of capabilities for delivering efficient audit and accounting services. Gain full visibility for all compliance and engagement workflows, allowing all authorised users to see documents regardless of their location.

Roll forward for embedded continuity from one year to the next

Maximise your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes your existing file and rolls forward data and identified information to the next year.

Boost information-sharing with centralised and accessible data

Enhance engagement transparency and easily address questions that arise by retaining all engagement information and supporting materials in one conveniently accessible location.


Create next-generation reporting

Create next-generation reporting

Our purpose-built software turns any documents, including audit deliverables and financial statements, into cost-effective reports, immediately ready for client, stakeholder or external accountant review. Even PDF versions can be easily shared.
Enhance client communication

Enhance client communication

Quickly and securely send clients signed letters and supporting documents using the built-in query system. By easily managing client requests and aligning them with engagement status, you can respond individually or collectively.
Depend on data to minimise risk

Depend on data to minimise risk

Integration with Caseware IDEA brings analytics directly into your workflows and minimises the risk of error or data inconsistency. This allows you to provide valuable insights to your clients and ensure their continued business.
Work together effectively

Work together effectively

Activating the SmartSync module in Caseware Working Papers allows team members to collaborate efficiently on the same engagement file. This benefit is possible even from different locations, eliminating the hassles of remote working and version control.
Customise firm processes

Customise firm processes

Build intelligent documents, including financial statements, reports and work programs, based on your specific project needs or business requirements. Use the CaseView module within Working Papers to support smoother firm-wide adoption.

Supporting tools

Guidance that simplifies audit and assurance

Templates developed in line with professional standards to simplify the lives of accountants.

  • Audit

    Technology-leveraged practice aids based on Australian Auditing standards (ASAs). Contact your distributor for regional ones.

  • Financials

    Templates for financial statement preparation for a large variety of entity types based on IFRS and regional accounting standards.

  • Disclosure Checklists

    Eradicate risks and errors from your accounts whilst ensuring a quality assurance process to your financial reporting.

Ramp up your engagements with cutting-edge capabilities

Tap into these powerful embedded capabilities within the platform.

  • SmartSync

    Provide your team with up-to-date changes to working papers, allowing them to collaborate on engagement files in real time, reducing project delays.

  • CaseView

    Create a work paper from scratch, including client-ready financial statements, as well as checklists, custom documents and financial reports.

  • IDEA SmartAnalyzer

    Caseware IDEA licensees can use this module to run more than 80 guided, risk-based analytic tests on general ledgers, subledgers and journal entries.

Gain data-driven insights to better inform your engagements

Achieve unparalleled results on your engagements with utilities that link the Working Papers platform and other applications for data access.

  • Caseware Connector

    This Microsoft add-on for Working Papers lets you automatically synchronize trial balance data to your Microsoft Word or Excel documents.

  • CloudBridge

    CloudBridge is a powerful tool enabling users to seamlessly transfer data from Caseware Working Papers to a cloud engagement.

Take a modern approach to managing working papers