Work smarter and faster with Caseware Working Papers

Improve audit and accounting engagement workflows with Canada’s leading accounting working papers software. Intelligent reporting, real-time collaboration and better quality control in an all-in-one central platform.

Enhanced Client Communication

Easily manage and track requests and files for clients
Align client requests with engagement status
Securely communicate with clients, in real time, in one location
Enhanced engagement transparency
Audit, review and compilation process achieved entirely on-screen

Powerful Document Management Platform

Efficient working paper management system
Full visibility for all your clients' compliance and engagement workflows
All authorized users can view the same documents regardless of location
Ensures data consistency and reduces errors
Collaboration is realized in real-time

Next-Generation Financial Reporting

Our purpose-built accounting software turns any document, including financial statements, into a cost-effective, client-ready report
Automatically links to your client data
With a single-click, create PDF versions of these documents to share with your clients
Offers a wide range of options to automate customized roll-forwards
Uses “smart technology” to automate formatting, rounding, diagnostics, and more

Innovative features that power our accounting and audit working papers

Easy Collaboration

Leverage SmartSync™ technology to enable different team members to collaborate in real-time on the same working paper file without ever needing to manage synchronization.

Intelligent Reporting

Use CaseView to build intelligent documents, including financial statements, reports and work programs based on your specific project needs or business requirements.

Straightforward Document Management

Link source documents and materials to reported information to provide easy and transparent reference and support documentation all in one central platform.

Seamless Importing and Exporting

Import trial balance or general ledger details from over 60 accounting packages, Excel and ASCII, and export to tax packages and document management systems.

Integrated Oversight and Approvals

Create, assign and track issues and review notes, monitor to-do lists, and easily manage review and approval of completed activities using up to eight sign-offs.

Roll Forward Files

Gain efficiency by leveraging Working Papers’ roll-forward capability, which takes your existing file and rolls forward identified information to the next year.

Explore What's New

Interested in seeing how Caseware Working Papers can power your engagements?

View a product overview, below!

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