Redefining The Approach To Attestation Services and Cloud Tax Reviews
Developing systematic and structured processes that streamline the way accountants conduct their compilation and review engagements is no longer a luxury. Why spend endless work hours performing tedious and repetitive tasks when you can ensure each stage of your client’s engagement is completed with precision and increased efficiency?
Today’s business environment is dynamic and ever-evolving. Guesswork, improper documentation, the struggle to collect PBC documents from clients, lack of smart templates for a wide range of professional accounting services all create significant problems for accountants. The need for an intelligent cloud-based application that combines these engagements into a seamless workflow is crucial.
Caseware Review & Compilation is a collaborative, cloud-based engagement management solution designed to support review, compilation and a wide range of non-attest engagements. It will help you organize data flows, store, communicate, report and generate automated financial statements for a seamless workflow.
Connecting Data, Workflows and Results
Caseware Review & Compilation features an integrated and cohesive toolset intelligently built for guided PCR and professional services engagements, and it does this without compromising the security of your data for overall quality control. Your engagements can be completed faster with automated processes, real-time collaboration and value-added insights.
Transparent Engagement Management
Track the entire scope, timeline and execution of your engagements in real time using a shared dashboard.
Automated Financial Statement, Report and Letter Drafting
Reduce completion time with numerous sample disclosures that include relevant requirements.
Tailor online content using client data and responses to pre-set questions to provide only what is relevant for the engagement at hand.
Secure Engagement Trail and Query System
Complete requests within the client portal to create a more secure, efficient communication process. The engagement information is recorded, tracked and stored in a user-friendly environment.
Seamless Data Imports
Supports files from Caseware Working Papers and Microsoft Excel, as well as 50+ desktop and online accounting packages.
Concurrent Working with Staff
Work simultaneously with your team members from any location with ease and eliminate the hassle of version-control issues.
What’s In It For You
Conform With Confidence Using Engagement Software
Built-in guidance based on CPA Canada PEG assists practitioners in performing high-quality, cost-effective engagements.
Streamline Your Workflow
Instead of having to pare down extensive checklists, start with an easy client acceptance document that will tailor the engagement as you provide the details.
Save Time With Automated Financial Statement, Report And Letter Drafting
The logic built into the solution updates the language on letters, reports and financial statements to help align deliverables with quality standards.
Increase Efficiency With A Single And Consistent Interface
The solution centralizes many components of Review & Compilation work through a single platform, including: engagement management, linked methodology, trial balance tools and PBC document management that includes built-in e-signature support.
Safeguard Information With A Secure, Robust Platform
Rest easy with a water-tight cloud ecosystem created for attestation services and built to meet security standards in a virtual world.
Level-Up Your Processes with Dynamic Scaling
The solution will dynamically scale to the size and complexity of the client or the service being provided.
Insights That Keep You Ahead Of Change
Understand how these accounting reports differ and the benefits each one provides.
Interested in learning more or seeing a demonstration? Please complete the form below and a Caseware representative will get in touch with you.