Reviews and compilations,
built for consistency and scale
built for consistency and scale
Caseware delivers end-to-end workflows for reviews and compilations, connecting data intake, engagement setup, financial statement preparation and reporting in one governed file so firms can complete engagements faster.
What firms achieve with Caseware
Full cycle engagement execution
Manage review and compilation engagements from setup through financial statements without switching tools or breaking process.
Faster preparation and review
Automate data imports, financial statement drafting and report wording to reduce repetitive tasks and engagement turnaround.
Consistent quality and compliance
Apply structured engagement logic aligned to applicable standards, supported by professional judgment and clear documentation.
Better visibility across engagements
Track progress, outstanding requests and completion status across multiple engagements and teams.
Caseware ReviewComp has allowed us to focus on providing the best services to our clients, enabling us to spend our time on the client work rather than on administrative and redundant tasks — it just works.
A connected approach to compilations
Bring data collection, engagement structure, collaboration and financial reporting together
Set up review and compilation engagements in minutes using engagement optimizing that scales automatically with client complexity.
- Dynamic engagement setup
- Standards-aligned structure
- Scalable workflows
- Reduced setup time
Import trial balance data directly from accounting systems and manage client requests through a shared portal. Teams and clients collaborate in one always-current file, eliminating version control issues and email chains.
- Direct trial balance imports
- Centralized client requests
- Real-time collaboration
- Always-current engagement file
Automatically generate financial statements, note disclosures and reports from engagement data, with content that adjusts by engagement type to help reduce errors and late-stage rework.
- Automated financial statements
- Dynamic disclosures and reports
- Reduced manual drafting
- Consistent presentation
Work seamlessly with clients and internal teams in one shared engagement file. Requests, responses, comments and review notes stay connected to the underlying data and documents, reducing back-and-forth and keeping everyone aligned.
- Built-in client requests and responses
- In-file staff comments and review notes
- Faster reviews with fewer handoffs
Related products
Frequently Asked Questions
Caseware provides right-sized workflows designed specifically for reviews and compilations. Engagement structure, procedures and reporting scale automatically based on the engagement type, supporting efficiency while remaining aligned to applicable professional standards.
Financial statements and disclosures are generated directly from engagement data as work progresses. Reporting content adjusts dynamically based on the engagement type, client circumstances and applicable framework, reducing manual drafting and late-stage rework.
Yes. Caseware supports multi-entity structures and consolidations, helping firms manage complexity across subsidiaries or jurisdictions while maintaining consistent reporting and documentation.
Clients can securely provide trial balances and supporting documents through built-in collaboration tools. All requests, files and updates remain in one shared engagement file, reducing version control issues and manual follow-ups.
Caseware supports interim and ad hoc financial reporting by allowing firms to generate financial statements and reports from current engagement data at any point in time. This enables timely reporting for management, lenders, or regulators without rebuilding files or duplicating work.
