Tax operations
and insight
and insight
Tax teams manage complex data, processes and risk across organizations and jurisdictions. Caseware brings tax data, workflows and analytics together to improve accuracy, consistency and decision-making.
What teams achieve with Caseware
Consistent tax processes across entities
Standardize tax workflows so work is performed consistently across organizations, jurisdictions, and operating models.
Improved accuracy through integrated analytics
Use analytics to identify errors, anomalies, and risks earlier in the tax process.
Audit-to-tax adjustments without duplication
Apply tax-specific adjustments using verified financial data without altering source figures or redoing work.
Clean handoff to filing and submission
Prepare review-ready tax outputs and export data cleanly to e-filing or downstream tax systems.
Designed for diverse operating models
Flexible tax workflows that scale across organizations.
Configure tax workflows with built-in content aligned to local requirements and internal processes. Automated data mapping and structured steps help drive consistency and reduce manual effort across the tax lifecycle.
- Configurable workflows
- Automated data mapping
- Built-in tax content
- Consistent execution
Analyze tax and financial data to support risk assessment, quality checks and investigation. Analytics help surface anomalies, improve data quality and support conclusions.
- Risk-focused analytics
- Error and anomaly detection
- Data quality checks
- Investigation support
For teams using Caseware audit solutions, tax workflows can leverage audited trial balance data and financial groupings to streamline tax preparation and reduce duplication.
- Data flow from audit to tax
- Fewer manual handoffs
- Improved accuracy
- Faster preparation
Generate tax schedules and export data to supported third-party tax filing software. Caseware supports the preparation and workflow stages, while filing remains with specialist tax platforms
- Draft tax schedules
- Review-ready outputs
- Export to filing software
- Clear handoff to tax systems
Related products
Frequently Asked Questions
No. Caseware supports tax preparation workflows and working papers, with export to third-party tax filing solutions for submission.
Yes. Tax working paper templates can be used independently, although the strongest value comes when tax work is connected to audit or assurance data.
No. Caseware complements existing tax software by supporting preparation, documentation, and review before filing.
