Listening, Evolving, Delivering: What’s New in Caseware This October

At Caseware, every product release begins with one question: what will make our customers’ work easier, faster, and smarter? 

This October, that focus has shaped several important updates designed to remove friction, strengthen collaboration, and keep firms ahead of changing reporting demands. 

These aren’t headline-grabbing overhauls – they’re thoughtful improvements built directly from customer feedback, each one aimed at simplifying a task that often slows work down. 

1. Bringing ESG into Financial Reporting 

Environmental, social and governance (ESG) reporting is no longer optional for many organisations and firms; it’s fast becoming a critical part of client assurance. 

With the introduction of ESG reporting within Caseware Financials, firms can now capture, structure and present ESG information alongside traditional financial data. 

The real benefit is integration. Instead of managing separate spreadsheets or standalone disclosures, firms can embed ESG considerations within their existing reporting workflow. That saves time, reduces manual effort, and gives clients a more complete picture of performance and impact. 

It’s one more step toward helping firms respond to evolving regulatory frameworks while supporting their clients’ growing need for transparency. 

2. Smoother Collaboration Through Smarter Review Tools 

Busy season is demanding enough without version confusion or redundant review notes. The new integration between the Issues module and version control in Caseware Financials helps teams review, comment and track changes with greater clarity. 

In practice, this means reviewers can focus on what truly matters, the substance of the work rather than spending time reconciling which version is the latest or which note still needs action. 

The goal is simple: to make collaboration more seamless and reviews more efficient, especially when multiple team members are working under pressure. 

3. Refining the Details That Matter 

Sometimes, the smallest enhancements make the biggest difference to workflow. 

The new ability to remove underlines from note reference columns is one of those quiet improvements that support greater flexibility and consistency in formatting. It gives preparers more control over the look and readability of their financial statements, especially when tailoring outputs for different audiences. 

And because the change came directly from user feedback, it reflects something deeper: Caseware’s commitment to continually fine-tuning the experience, so every detail feels right. 

4. More Insight with Less Effort 

The introduction of cashflow worksheets within Caseware Financials adds a layer of clarity to an area that often demands careful analysis. By making it easier to visualise cash movements and reconcile components, firms can validate accuracy faster and give clients clearer insights into financial performance. 

In essence, it’s about enabling professionals to spend less time formatting, and more time interpreting results, the part of the job that creates real value. 

Listening First, Delivering What Matters 

These October updates reflect more than product innovation; they show what’s possible when customers’ voices lead the roadmap. 

Whether it’s simplifying reviews, integrating ESG disclosures, or adding polish to presentation details, every enhancement was built to save time and reduce friction for the teams that rely on Caseware every day. 

If you missed our October Desktop Product Release Webinar, you can catch up here and keep an eye for our upcoming November Cloud Product Release and Cashflow worksheet webinar.