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Boomer Circle Summit 2026

Discover what's next for Canadian firms

Find Caseware at national and provincial CPA events across Canada this season. Stop by to see live demos of AI features and connected tools built for accounting firms, talk with our team about your engagement workflow and hear where we're headed next.

Wherever you are in your firm's technology journey, we'd like to hear what's on your mind. Come by our booth to talk through your priorities, ask questions and see what's new at Caseware.

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AI that works inside the engagement, not around it.

Caseware Verity

Built into the flow of your work, Caseware Verity understands the context of your engagement and your firm’s methodology—helping you navigate complexity, apply professional judgment and move forward with confidence.

Engagement - Aware Guildance

Built into the audit workflow — drawing on your methodology and standards while connecting to each engagement’s context.

Transparent, Reviewable Outputs

Every suggestion is reviewable, explainable, defensible – citation backed and authority always explicit.

Built-In Governance & Security

Runs inside your Caseware environment, permissioned by your Firm Admin — data isolated by engagement and never used for model training.

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See Caseware’s AI Platform in Action

Discover how Caseware helps firms modernize audit and assurance workflows, with greater consistency across engagements and less time spent on manual review.

PEG ReviewComp

Streamline review, compilation and professional accounting services engagements with guided, cloud-based workflows aligned with CPA Canada’s Professional Engagement Guide.

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Caseware Audit

Complete audits from planning through reporting with connected, PEG-aligned workflows, built-in analytics, and AI-supported assistance.

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Caseware Verity for Excel

Build structured workpapers in minutes: Bring engagement-aware AI into Excel workpapers to help teams prepare, complete and review audit work more efficiently.

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Additional Resources

Explore expert insights, research and practical guidance on agentic AI, governance and the future of audit and accounting in the AI era.

Two stacked booklets titled The agentic future of audit with a cityscape and colored light lines on cover.
Two stacked booklets titled 'Agentic AI: What the audit and accounting profession needs to know' on a blue-orange background.
Overhead view of six people around a table with laptops and documents, collaborating in an office.
City skyline at dusk with glowing golden light patterns and colorful flowing light trails over buildings.
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Let’s connect now

Whether you’re planning to meet us at an upcoming event or simply want to learn more, our team is ready to discuss your firm’s priorities and share what’s new at Caseware.

Connect with our team