Experience new levels of productivity and efficiency with Caseware Cloud
Gain real-time intelligent insight and analytics about your clients and your practice anywhere, on any device, with Canada’s leading cloud-based audit and accounting software solutions.
Enhanced Client Communication
- Protected by bank-level encryption ensuring your data is always secure
- ISO27001 and SOC 2® Type 1 and Type 2 certified
- Data is stored in state-of-the-art data center operated by Amazon Web Services
- Cloud accounting protects financial data against natural disasters
- Centralized cloud solution reduces the potential for lost or stolen information
Greater Team Collaboration
- Central file location enables staff, clients and stakeholders to easily collaborate
- Team members can work simultaneously on the same Working Papers file
- With a centralized cloud solution, data is always up-to-date
- When working offline, data automatically syncs when you reconnect
- Cloud platform makes it easy to share status reports and work in real-time
Work From Wherever, Whenever
- Access tools and documents for engagements on any internet-enabled device
- Next-gen cloud technology secures file access for on-the-go work
- Our easy-to-use practice management solutions promotes a mobile workforce
- With our cloud platform, you’re always connected to your clients and their data
- Dashboards display real-time information providing better business decision-making
Flexible cloud accounting features that scale with your business
Simplified Client Portal
Facilitate collaboration with clients through our full client portal functionality with easy file sharing, custom dashboards and status reporting all on one secure, central location.
Complete File Management
Obtain a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams.
Integrated Time and Billing
Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files.
Collaborating in the cloud means staff are able to simultaneously work on the same client file and facilitate review and sign-offs from anywhere, on one centralized platform.
Transparent Engagement Management
Track and monitor every aspect of your engagements from one central location — with easy access from anywhere so you can make course corrections quickly.
Strong Permission Protocols
Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks and financial institutions.
Ready to see Caseware Cloud's innovative web-based tools in action?
Watch a product demo, below!