Caseware resource centre
The Caseware resource centre is your go-to destination for expert insights and practical guidance tailored to modern audit and accounting work. Explore technical resources, industry perspectives and product content designed to help you work smarter and stay ahead of change.
Featured resources
Blog
CEO Perspectives - Blog 7: AI Trust Stack: Governance and the Future of Trusted AI
David Marquis, Chief Executive Officer, Caseware
May 15, 2026
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CEO Perspectives - Blog 7: AI Trust Stack: Governance and the Future of Trusted AI
Blog
CEO Perspectives - Blog 6: AI Trust Stack: Why Professional Context Creates AI Intelligence
David Marquis, Chief Executive Officer, Caseware
May 13, 2026
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CEO Perspectives - Blog 6: AI Trust Stack: Why Professional Context Creates AI Intelligence
Blog
CEO Perspectives - Blog 5: AI Trust Stack: Why AI Needs Workflow Systems
David Marquis, Chief Executive Officer, Caseware
May 6, 2026
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CEO Perspectives - Blog 5: AI Trust Stack: Why AI Needs Workflow Systems
Blog
CEO Perspectives - Blog 4: AI Trust Stack: From Assistants to Agents
David Marquis, Chief Executive Officer, Caseware
April 30, 2026
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CEO Perspectives - Blog 4: AI Trust Stack: From Assistants to Agents
Blog
CEO Perspectives - Blog 3: AI Trust Stack: The Intelligence Layer
David Marquis, Chief Executive Officer, Caseware
April 27, 2026
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CEO Perspectives - Blog 3: AI Trust Stack: The Intelligence Layer
Blog
CEO Perspectives - Blog 2: Introducing the AI Trust Stack
David Marquis, Chief Executive Officer, Caseware
April 23, 2026
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CEO Perspectives - Blog 2: Introducing the AI Trust Stack
Blog
CEO Perspective - Blog 1: Why AI will transform professional services
David Marquis, Chief Executive Officer, Caseware
April 20, 2026
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CEO Perspective - Blog 1: Why AI will transform professional services
Blog
How to get started with ESG assurance in Australia: A step-by-step guide
ESG assurance is rapidly becoming a near-term priority for audit firms as Australia moves toward mandatory climate disclosures. This article outlines what ESG assurance involves, why it matters now, and how firms can introduce structure, consistency and confidence into their first engagements.
April 9, 2026
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How to get started with ESG assurance in Australia: A step-by-step guide
Blog
How AI-Powered Automation Strengthens Audit Confidence
Automation brings consistency, speed and reliability to every financial statement review.
October 28, 2025
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How AI-Powered Automation Strengthens Audit Confidence
Blog
Slash Your Financial Statement Review Times: The Smarter Way to Finalise Financials
Why leading firms are rethinking the “last mile” of the audit.
October 28, 2025
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Slash Your Financial Statement Review Times: The Smarter Way to Finalise Financials
Blog
Technology That Frees People to Do Their Best Work
Discover how leading firms are empowering their people through smarter technology at CwX APAC 2025.
October 16, 2025
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Technology That Frees People to Do Their Best Work
Blog
Surviving Busy Season: Five Tools That Take the Grind Out of Audit Work
The audit busy season is challenging but it doesn’t have to be chaotic.
October 15, 2025
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Surviving Busy Season: Five Tools That Take the Grind Out of Audit Work
Blog
Listening, Evolving, Delivering: What’s New in Caseware This October
October 15, 2025
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Listening, Evolving, Delivering: What’s New in Caseware This October
Knowledge Centre
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Blog
The balance internal audit leaders need to get right
August 20, 2026
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The balance internal audit leaders need to get right
Blog
Top 10 lessons on AI, trust and the future of audit
August 19, 2026
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Top 10 lessons on AI, trust and the future of audit
Blog
Why the internal audit technology gap persists
August 18, 2026
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Why the internal audit technology gap persists
Blog
The young professionals quietly changing how accounting gets done
August 6, 2026
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The young professionals quietly changing how accounting gets done
Blog
The young professionals quietly changing how accounting gets done
August 5, 2026
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The young professionals quietly changing how accounting gets done
Blog
From Technology Adoption to Business Value: What Accounting Firms Need to Get Right
Across Singapore and Malaysia, accounting firms are investing in digital platforms, automation and AI. But implementing new technology is only the beginning. The real challenge is turning that investment into better ways of working, stronger adoption and measurable business value.
July 30, 2026
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From Technology Adoption to Business Value: What Accounting Firms Need to Get Right
Blog
When AI shapes the audit, who owns the judgement?
July 22, 2026
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When AI shapes the audit, who owns the judgement?
Blog
Extractly update: easier uploads, smoother document review
July 16, 2026
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Extractly update: easier uploads, smoother document review
Blog
Why Financial Reporting Still Feels Hard Even with the Right Tools
Financial statement preparation should be getting easier.
July 14, 2026
Financial Reporting
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Why Financial Reporting Still Feels Hard Even with the Right Tools
Blog
The new trust equation audit leaders need to solve
What should audit leaders trust when AI enters the assurance workflow?
July 9, 2026
Internal Audit
Audit & Assurance
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The new trust equation audit leaders need to solve
Blog
AI features vs. AI platform: What's the difference for audit and assurance?
What firms should look for beneath the surface-level AI pitch
July 7, 2026
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AI features vs. AI platform: What's the difference for audit and assurance?
Blog
CwX 2026: How Caseware Verity closes the gap between AI capability and audit-grade reliability
Consistency, context and human judgment: the real requirements for AI in assurance
June 25, 2026
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CwX 2026: How Caseware Verity closes the gap between AI capability and audit-grade reliability
Beyond Time Tracking: How Novogradac is Advancing Practice Intelligence with Caseware Sherlock
Firm plans to turn audit data into strategic process improvements.
August 8, 2025
Audit & Assurance
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Beyond Time Tracking: How Novogradac is Advancing Practice Intelligence with Caseware Sherlock
How Demers Beaulne is Transforming Audit Practice Management with Caseware Sherlock
Bringing engagements to life with powerful visualizations.
August 8, 2025
Audit & Assurance
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How Demers Beaulne is Transforming Audit Practice Management with Caseware Sherlock
UK Firm Cuts Financial Statement Review Times with Caseware Validate
MHA lowers average casting time from 25 minutes to 12 and first-pass reviews from 58 minutes to 42.
July 17, 2025
Audit & Assurance
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UK Firm Cuts Financial Statement Review Times with Caseware Validate
Auditeo
Audit firm cuts transaction testing time by over 50% with Caseware Extractly and Validate.
July 3, 2025
Audit & Assurance
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Auditeo
HLB Mann Judd Perth
Australian firm reduces manual financial statement review time by up to 50 percent with Caseware Validate.
April 10, 2025
Audit & Assurance
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HLB Mann Judd Perth
BHP Chartered Accountants
BHP Chartered Accountants needed a cloud-based audit solution with a modern interface. See how Caseware delivered.
June 5, 2023
Audit & Assurance
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BHP Chartered Accountants
Events & Webinars
Get back more time: Introducing Caseware Extractly
November 11, 2025
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Get back more time: Introducing Caseware Extractly
Events & Webinars
CwX APAC 2025: Elevate the Experience
October 3, 2025
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CwX APAC 2025: Elevate the Experience
Events & Webinars
AI in Audit: Balancing Risk and Innovation
August 14, 2025
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AI in Audit: Balancing Risk and Innovation
Events & Webinars
Rethinking IFRS Reporting for Better Business Insights
May 26, 2025
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Rethinking IFRS Reporting for Better Business Insights
Events & Webinars
Preparing Financial Reporting Statements with Cloud Financials
March 27, 2025
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Preparing Financial Reporting Statements with Cloud Financials
Events & Webinars
Caseware Validate
March 7, 2025
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Caseware Validate
Events & Webinars
Caseware Extractly+
March 7, 2025
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Caseware Extractly+
Events & Webinars
AI Governance Strategies for Finance and Accounting Leaders
March 6, 2025
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AI Governance Strategies for Finance and Accounting Leaders
Events & Webinars
AI-Powered Audit Analytics: Opportunities and Risks
March 5, 2025
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AI-Powered Audit Analytics: Opportunities and Risks
Events & Webinars
Explore Caseware Cloud Connector
February 13, 2025
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Explore Caseware Cloud Connector
Events & Webinars
Refresh your Caseware SQM Skills and Explore What’s New
February 13, 2025
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Refresh your Caseware SQM Skills and Explore What’s New
Events & Webinars
How to Gain Efficiency with Caseware AiDA, AI Digital Assistant
February 12, 2025
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How to Gain Efficiency with Caseware AiDA, AI Digital Assistant
Events & Webinars
Starting with Data Analytics –Best Practices for Auditors
February 12, 2025
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Starting with Data Analytics –Best Practices for Auditors
Events & Webinars
Financial Reporting Q&A with Carmen Ridley
December 4, 2024
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Financial Reporting Q&A with Carmen Ridley
Events & Webinars
Spotlight on Assurance over Carbon Accounting and Sustainability Reporting
November 27, 2024
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Spotlight on Assurance over Carbon Accounting and Sustainability Reporting
Events & Webinars
Knowledge Webinar: Caseware 2024 Annual Agile Audit and Cloud Financials Update
November 19, 2024
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Knowledge Webinar: Caseware 2024 Annual Agile Audit and Cloud Financials Update
Events & Webinars
Knowledge Webinar: Exploring Consolidations Within Caseware’s Cloud Apps
Join us for an engaging session as we explore best practices for handling consolidations within Cloud Audit (Agile Audit) and Cloud Financials.
November 5, 2024
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Knowledge Webinar: Exploring Consolidations Within Caseware’s Cloud Apps
Events & Webinars
Knowledge Webinar: Getting started with SQM and What’s New
October 23, 2024
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Knowledge Webinar: Getting started with SQM and What’s New
Events & Webinars
The Last and Most Important Mile to Tax Preparation
August 13, 2024
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The Last and Most Important Mile to Tax Preparation
Events & Webinars
Sustainability: The Latest Developments and What They Mean
July 30, 2024
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Sustainability: The Latest Developments and What They Mean
Events & Webinars
Unmasking Fraud: From Cyber Threats to Deep Fakes
July 30, 2024
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Unmasking Fraud: From Cyber Threats to Deep Fakes
Events & Webinars
An Executive View: 2024 Accounting Trends
Join Caseware CEO David Osborne and special guest Jim Bourke from Withum as they discuss some of the hottest accounting and audit industry trends in the latest installment of An Executive View.
June 25, 2024
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An Executive View: 2024 Accounting Trends
Events & Webinars
How to Streamline Supporting Documents in Cloud and Desktop Connector
June 6, 2024
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How to Streamline Supporting Documents in Cloud and Desktop Connector
Events & Webinars
Introducing Caseware AiDA, your AI Digital Assistant
June 6, 2024
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Introducing Caseware AiDA, your AI Digital Assistant
eBooks & White Papers
Standards issued but not yet effective as of 15 July 2026
A quick guide to Australian Accounting Standards issued but not yet effective, including key changes and effective dates.
August 18, 2026
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Standards issued but not yet effective as of 15 July 2026
eBooks & White Papers
Reskilling your audit and assurance team for the AI era
How firms can build the human capabilities that AI investment requires.
June 30, 2026
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Reskilling your audit and assurance team for the AI era
eBooks & White Papers
Agentic AI: What the audit and accounting profession needs to know
A practical introduction to agentic AI and how it can enhance audit quality.
March 5, 2026
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Agentic AI: What the audit and accounting profession needs to know
eBooks & White Papers
From data chaos to clarity: The case for cloud-based financial reporting
Driving clarity, accuracy and efficiency in financial reporting
February 18, 2026
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From data chaos to clarity: The case for cloud-based financial reporting
eBooks & White Papers
Playbook for Audit Transformation: How Leading Firms Are Replacing Legacy Systems with Confidence
A process-driven approach to delivering change, empowering people and driving client impact.
October 29, 2025
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Playbook for Audit Transformation: How Leading Firms Are Replacing Legacy Systems with Confidence
eBooks & White Papers
An AI Guide for Accounting Firms: Efficiency, Compliance and Ethics
How to incorporate Gen AI into your practice responsibly
March 20, 2025
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An AI Guide for Accounting Firms: Efficiency, Compliance and Ethics
eBooks & White Papers
Transforming Global Statutory Reporting for the Digital Age
Discover how cloud-based GSR solutions can help organisations save time and reduce risk.
October 8, 2024
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Transforming Global Statutory Reporting for the Digital Age
eBooks & White Papers
How Financial Reporting Software Can Benefit Your Business
Discover the many benefits of bringing financial reporting software into your business.
August 8, 2024
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How Financial Reporting Software Can Benefit Your Business
eBooks & White Papers
Your Comprehensive Guide to Improving Audit Quality
Learn the key factors impacting financial audits and how organisations can ensure high standards are met.
June 26, 2024
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Your Comprehensive Guide to Improving Audit Quality
eBooks & White Papers
2024 State of Accounting Firms Trends Report
Read this comprehensive report to discover the latest trends that will shape the future of accounting firms in 2024 and beyond
February 7, 2024
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2024 State of Accounting Firms Trends Report
eBooks & White Papers
2024 State of Internal Audit Trends Report
Internal auditors are adopting more digital technologies and analytics into their work – learn about these and other trends
February 7, 2024
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2024 State of Internal Audit Trends Report
eBooks & White Papers
Cloud Security: Iron-clad Protection for Modern Accounting Firms
Discover why cloud is the most secure computing environment available.
September 13, 2023
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Cloud Security: Iron-clad Protection for Modern Accounting Firms
eBooks & White Papers
2023 State of Accounting Firms Trends Report
Technologies such as data analytics, business intelligence and cloud computing are transforming how accountants communicate and collaborate with clients, colleagues and corporate leaders.
May 8, 2023
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2023 State of Accounting Firms Trends Report
eBooks & White Papers
The Benefits of Moving Your Accounting Practice to the Cloud
Cloud computing is key to the future of accounting, and firms that adopt it today will be further ahead of the competition tomorrow.
May 4, 2023
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The Benefits of Moving Your Accounting Practice to the Cloud
eBooks & White Papers
2023 State of Internal Audit Trends Report
Internal audit processes, procedures and technology have changed significantly over the past two years as teams accelerated their technology adoption to adapt to the reality of remote work.
May 4, 2023
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2023 State of Internal Audit Trends Report
News
Caseware Launches Global 30 Under 30 Excellence Network, Building on the Momentum of the Caseware Verity Launch
July 29, 2026
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Caseware Launches Global 30 Under 30 Excellence Network, Building on the Momentum of the Caseware Verity Launch
News
Citrin Cooperman & Company, LLP Adopts AI-Enabled DAS Suite Powered by Caseware to Advance Audit Quality, Professional Development, and Scalable Growth
July 13, 2026
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Citrin Cooperman & Company, LLP Adopts AI-Enabled DAS Suite Powered by Caseware to Advance Audit Quality, Professional Development, and Scalable Growth
News
Caseware Launches Caseware Verity to Bring Workflow-Native AI Agents Directly Into Assurance Engagements
May 20, 2026
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Caseware Launches Caseware Verity to Bring Workflow-Native AI Agents Directly Into Assurance Engagements
News
AI takes hold at pace in Australian audit and accounting profession as firms shift from planning to action
April 28, 2026
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AI takes hold at pace in Australian audit and accounting profession as firms shift from planning to action
News
Carr, Riggs & Ingram Chooses Caseware and the Dynamic Audit Solution (DAS) Suite to Power its Audit Future for the Agentic Age
April 21, 2026
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Carr, Riggs & Ingram Chooses Caseware and the Dynamic Audit Solution (DAS) Suite to Power its Audit Future for the Agentic Age
News
Data Analysis and AI Literacy Emerge as the Defining Skills for Accounting Professionals
March 31, 2026
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Data Analysis and AI Literacy Emerge as the Defining Skills for Accounting Professionals
News
Caseware Welcomes Accounting Profession Luminary Barry Melancon to CwX 2026
March 26, 2026
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Caseware Welcomes Accounting Profession Luminary Barry Melancon to CwX 2026
News
Caseware Secures Dual Honours: FinTech Breakthrough Award Winner and Accounting Today Top New Products
March 19, 2026
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Caseware Secures Dual Honours: FinTech Breakthrough Award Winner and Accounting Today Top New Products
News
AI Is Reshaping Audit and Accounting - On a Foundation of Trust and Responsibility
March 10, 2026
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AI Is Reshaping Audit and Accounting - On a Foundation of Trust and Responsibility
News
Allinial Global Selects Caseware as its Preferred Cloud Assurance Partner to Elevate Audit Excellence for Member Firms
March 3, 2026
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Allinial Global Selects Caseware as its Preferred Cloud Assurance Partner to Elevate Audit Excellence for Member Firms
News
New Research Shows Two-Thirds of Audit and Accounting Professionals Actively Embrace AI, but Insist on Human Judgment and Accountability
February 17, 2026
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New Research Shows Two-Thirds of Audit and Accounting Professionals Actively Embrace AI, but Insist on Human Judgment and Accountability
News
Caseware Leader Celebrated in 2025 Accounting Today Influencer List
December 12, 2025
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Caseware Leader Celebrated in 2025 Accounting Today Influencer List
News
Caseware Netherlands to Launch Quality Management, AI-Powered Document Extraction and Enhanced Digital Signing at CwX
November 17, 2025
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Caseware Netherlands to Launch Quality Management, AI-Powered Document Extraction and Enhanced Digital Signing at CwX
News
Caseware Unveils Market-Leading Group Audit and Analytics Capabilities at CwX UK
October 14, 2025
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Caseware Unveils Market-Leading Group Audit and Analytics Capabilities at CwX UK
News
Caseware Netherlands Launches SCOPE+: a Cloud Solution that Transforms Special Engagements Beyond Audit, Review and Compilation
October 10, 2025
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Caseware Netherlands Launches SCOPE+: a Cloud Solution that Transforms Special Engagements Beyond Audit, Review and Compilation
News
Caseware Sweeps Industry Awards: Leading with Innovation, Vision and Talent
September 9, 2025
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Caseware Sweeps Industry Awards: Leading with Innovation, Vision and Talent
News
Caseware Announces Strategic Leadership Expansion to Further Accelerate Innovation, Growth and Customer Success
August 18, 2025
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Caseware Announces Strategic Leadership Expansion to Further Accelerate Innovation, Growth and Customer Success
News
Caseware Launches Cloud Audit – A Next-Generation Solution for Singapore’s Audit Professionals
July 2, 2025
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Caseware Launches Cloud Audit – A Next-Generation Solution for Singapore’s Audit Professionals
News
Barry Melancon, Former CEO of AICPA, Joins Caseware as Chair of Global Advisory Board
April 8, 2025
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Barry Melancon, Former CEO of AICPA, Joins Caseware as Chair of Global Advisory Board
News
Caseware AiDA™ Achieves Positive Evaluation of AI Risk Assurance Safety Protocols from Holistic AI Governance Platform
February 11, 2025
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Caseware AiDA™ Achieves Positive Evaluation of AI Risk Assurance Safety Protocols from Holistic AI Governance Platform
News
Caseware AiDA and DAS Recognized in Accounting Today’s 2025 Top New Products List
February 8, 2025
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Caseware AiDA and DAS Recognized in Accounting Today’s 2025 Top New Products List
News
Caseware Announces Acquisition of Extractly.ai
January 21, 2025
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Caseware Announces Acquisition of Extractly.ai
News
Caseware Appoints David Marquis as Chief Executive Officer
January 13, 2025
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Caseware Appoints David Marquis as Chief Executive Officer
News
Caseware Announces Acquisition of LeaseJava
January 7, 2025
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Caseware Announces Acquisition of LeaseJava
News
Caseware Partners with Validis to Deliver Powerful Data Ingestion Tools to Audit Firms
November 19, 2024
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Caseware Partners with Validis to Deliver Powerful Data Ingestion Tools to Audit Firms
News
Caseware Financials Launches in Australia
September 24, 2024
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Caseware Financials Launches in Australia
News
Xero announces new partnership with audit and accounting platform, Caseware
August 16, 2024
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Xero announces new partnership with audit and accounting platform, Caseware
News
Caseware Introduces AiDA: The AI-Powered Digital Assistant Changing the Face of Accounting and Audit
June 20, 2024
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Caseware Introduces AiDA: The AI-Powered Digital Assistant Changing the Face of Accounting and Audit
News
Danielle Supkis Cheek Recognized as one of the 2024 ‘25 Most Powerful Women in Accounting’ by AICPA & CPA Practice Advisor
June 7, 2024
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Danielle Supkis Cheek Recognized as one of the 2024 ‘25 Most Powerful Women in Accounting’ by AICPA & CPA Practice Advisor
News
Caseware Welcomes Danielle Supkis Cheek as Vice President, Head of Analytics and AI
February 21, 2024
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Caseware Welcomes Danielle Supkis Cheek as Vice President, Head of Analytics and AI
News
From traditional to tech-savvy – accounting firms plan increased technology investment over next two years
February 7, 2024
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From traditional to tech-savvy – accounting firms plan increased technology investment over next two years
News
Caseware International Acquires Longstanding Distributor in Australia & New Zealand
May 3, 2023
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Caseware International Acquires Longstanding Distributor in Australia & New Zealand
News
Number Crunch: Nine in 10 Accountants, Auditors Struggle to Find Talent, Global Caseware Surveys Reveal
February 21, 2023
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Number Crunch: Nine in 10 Accountants, Auditors Struggle to Find Talent, Global Caseware Surveys Reveal
News
Boring No More: Accountants, Auditors See Themselves as Creative, Curious and Adventurous, Study Shows
May 18, 2022
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Boring No More: Accountants, Auditors See Themselves as Creative, Curious and Adventurous, Study Shows
News
Caseware Announces Strategic Investment by Hg Capital
October 27, 2020
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Caseware Announces Strategic Investment by Hg Capital
News
Caseware Successfully Obtains SOC 2® Type 2 Certification
August 9, 2018
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Caseware Successfully Obtains SOC 2® Type 2 Certification
Industry Reports
The IDC Future of Audit and Accounting in the AI Era Global Study – Country Statistics
Explore how audit and accounting firms across six global markets are adopting AI, balancing innovation with trust, oversight, and evolving skill demands.
April 28, 2026
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The IDC Future of Audit and Accounting in the AI Era Global Study – Country Statistics
Industry Reports
The IDC Future of Audit and Accounting in the AI Era Global Study
A global IDC study sponsored by Caseware explores how audit and accounting professionals are integrating AI while maintaining human judgment, trust and accountability.
February 17, 2026
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The IDC Future of Audit and Accounting in the AI Era Global Study
Industry Reports
2023 State of Accounting Firms Trends Report
Data analytics, business intelligence and cloud are transforming how accountants communicate and collaborate.
May 8, 2023
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2023 State of Accounting Firms Trends Report
Industry Reports
2023 State of Internal Audit Trends Report
Teams accelerated their technology adoption to adapt to the reality of remote work.
May 4, 2023
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2023 State of Internal Audit Trends Report
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