One platform.
Complete confidence.

The Caseware platform connects every stage of your engagement workflow—from planning through completion—in a single, intelligent cloud environment.

Transformation starts here

Built for trust

Structured workflows and high-quality review tools designed for regulated professional work.

Guided insights

A single platform that scales across teams, services and jurisdictions without fragmenting how work gets done.

Innovation with control

Embedded analytics and AI that improve quality and efficiency while keeping professionals in control of every decision.

Partnership over time

A platform that evolves alongside standards, regulation and your organization—supported by long-term collaboration, not one-off deployment.

What makes the Caseware platform powerful

Shared services that connect workflows, intelligence and governance across every engagement

One platform, many services lines

Audit, compilations, financial reporting, tax and adjacent services extend from a single cloud platform that reduces tool-hopping and standardizes execution.

Shared data foundation
Cross-service workflows
No duplication
Seamless expansion

Methodology embedded, not bolted on

Standards and methodology are embedded directly into workflows, reinforcing consistency while allowing organizations to apply judgment and governance.

Embedded standards
Workflow-driven methodology
Controlled updates
Preserved auditability

Intelligence that serves quality

AI and analytics are embedded where they reduce manual effort, surface risk earlier and strengthen evidence, while keeping professionals in control.

Quality-first intelligence
Risks surfaced early
Evidence strengthened
Judgment retained

Built for scale and change

Role-based access, configurable workflows and a scalable platform that allows organizations to grow, adapt and add services without rebuilding systems.