Product

Audit

Depend on a comprehensive, cloud engagement management solution, integrated with a smart methodology to empower your audit teams and raise efficiency with advanced automation to produce fast, reliable, risk-focused audits

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High quality audit results with less effort

Most audits have evolved beyond using manual processes. Today, digital tools are transforming the audit industry and creating new efficiencies. Using the power of Caseware Cloud, our audit solution empowers your teams to collaborate effectively and efficiently produce high-quality audits.

As the global leader in the accounting and auditing space for more than three decades, Caseware has harnessed the power of automation, data analytics and smart algorithms in a game-changing application. Caseware Audit helps audit teams save time, mitigate risks and deliver superior services to their clients with ease.

Features

Smarter planning, aligned to PEG methodology

Access pre-built content grounded in CPA Canada’s PEG methodology to document objectives, assess risks and tailor procedures in a shared cloud file.

Connected risk and analytics

Link trial balance data, risks, procedures and supporting documents across the file, with built-in journal entry analytics to detect anomalies and trends.

Collaborative fieldwork and review

Enable multiple auditors to work simultaneously in the same live file while tracking engagement progress, reviewing post-signoff changes and using a GenAI digital assistant to surface insights instantly.

Benefits

Boost client collaboration

Securely send and receive documents and track information requests with our ‘Prepared by Client’ query function

Conduct high quality audits

Built-in content that addresses key requirements and concepts in the professional standard helps you comply with confidence

Work together – from anywhere

Staff in multiple locations can collaborate without the need for being in the same location and can access the latest client data from anywhere, at any time

Ensure consistency and efficiency

A single platform that centralizes many components of audit work with engagement management, linked methodology and other tools

Intelligent file building

Built-in intelligence means that you only see documents and procedures that are relevant to the audit you are working on

Relax with iron-clad security

All data is secured from digital threats and attacks by security applications embedded with multiple layers of encryption in a cloud system

Supporting tools

Get the most out of your Caseware Audit experience

Leverage these supporting components to maximize the capabilities of Caseware Audit

Cloud Connector

Provide real-time data linkage between your engagement and MS Excel to access trial balance data and other properties.
CloudBridge

CloudBridge is a powerful software utility that lets users transfer data seamlessly from Caseware Working Papers to cloud engagements. The easy-to-use interface and robust features simplify the process and provide organizations with a reliable solution for managing their data with confidence.

Find the answers you need

Do I need a PEG subscription to purchase Caseware Cloud Audit?

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Yes, we license and use content from CPA Canada. An active PEG subscription license is required to purchase Caseware Audit.

How do I work with other colleagues or auditors?

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The product can be accessed by multiple users simultaneously, allowing for a smooth completion of work. Using cloud technology, you can access your audits from anywhere in the world.

How do I work with clients?

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Using our ‘Prepared by client’ functionality, you can make requests to your clients directly from the software.

How do I transition from Caseware Working Papers to Caseware Cloud Audit. Do I have to start from scratch?

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We have developed a tool (CloudBridge) that aids in the transition from Caseware Working Papers to the Caseware Audit. CloudBridge transfers specific data similar to a rollforward