Get the Power of Desktop and the Agility of Cloud
All-In-One Hybrid Accounting Solution For CPAs And Accounting Practices
Whether you work in accounting or auditing, Caseware Essentials Suite is the end-to-end hybrid accounting platform you need. Combine our trusted desktop software with modern cloud-based applications to benefit from the seamless Caseware ecosystem. Experience a new way of working with market-leading accounting software trusted by more than 500,000 users across 130 countries.
Your Integrated Cloud Accounting Software & Desktop Financial Management Solutions
With powerful document management, efficient cleanup, sophisticated lockdown and advanced roll-forward, Caseware Working Papers allows you to confidently and efficiently complete quality engagements. Start streamlining your audit and accounting processes with Canada’s most powerful accounting working papers software. See how Caseware Working Papers can transform your organization and free up your time to let you focus more on high-value work.
Better manage all aspects of your practice by streamlining client collaboration, centralizing file storage and monitoring in real time. Our flexible solutions enables you to work from wherever and whenever, while scaling with your business needs. No matter the size of your firm, our cloud accounting platform delivers everything you need to effectively manage your practice. Experience the freedom of cloud accounting today.
Seamlessly communicate with clients, securely manage client requests and streamline your workflows. Caseware PBC Requests provides deep customizability, allowing your accounting firm to build your own client collaboration tool tailored to your clientele. An essential add-on to the Caseware Cloud platform, Caseware PBC Requests smoothly integrates with Working Papers. That means your staff can easily communicate and share documents with clients in a single, secure environment.
This powerful workflow management app lets you boost your team’s productivity, keep staff on track and build confidence in their work. Caseware Accomplish is fully integrated with other applications in the Caseware ecosystem, meaning critical work is always accounted for, workloads are balanced and nothing is missed. With real-time deliverable status and interactive dashboards, you will gain full visibility into the status of all engagements.
Collaborate with colleagues in real-time right within your engagement file, allowing multiple users to confidently work on the same engagement. Caseware SmartSync is a powerful bolt-on tool, enabling accounting and audit teams to synchronize and update their work via the Caseware Cloud platform. Start working together, from anywhere, on any internet-enabled device.
Note: Caseware SmartSync is an integration to Caseware Working Papers.
Link data between your Working Papers file and Microsoft Word/Excel documents and roll over your files year after year with automatic data linkage updates. Caseware Connector integrates and automatically updates the files from your Caseware package, meaning you will always be working with the latest figures, even in your MS Office documents.
Note: Caseware Connector is an integration add-on for Microsoft Word and Excel. It cannot be purchased separately.
Caseware Essentials Suite Benefits
Intelligent Engagement Tracking
Easily manage and track your engagements and activities in real time with the library of powerful audit and accounting products in Essentials Suite. Our advanced working papers management system ensures enhanced engagement transparency and full visibility for all your firm’s work.
Sophisticated Data Encryption
Next-generation cloud technology ensures all data and client communications are securely sent, tracked and received. Tools and documents for engagements are accessible from a secure, central file location, providing peace of mind.
Real-Time Collaboration
Our hybrid accounting solution lets you seamlessly collaborate in real-time with clients and colleagues. With this cloud-capable document management system, team members can work simultaneously on the same Working Papers file. That makes for more efficient reviews and sign-offs from any internet-enabled device.
Transparent Engagement Management
Our hybrid accounting solution lets you seamlessly collaborate in real-time with clients and colleagues. With this cloud-capable document management system, team members can work simultaneously on the same Working Papers file. That makes for more efficient reviews and sign-offs from any internet-enabled device.
Integrated Collaboration Tools
Boost your team’s productivity with industry-leading tools that automate the most manual, time-consuming processes. Remote functionality lets staff work offsite while still collaborating with clients on the same documents within the engagement file.
Improved Client Satisfaction
Leverage the innovative features of our modern accounting and audit hybrid platform to build intelligent documents and engagement files and deliver better client experiences. Seamless collaboration and convenient dashboards provides added convenience for your clients.
Insights That Keep You Ahead Of Change
Blog Post
If there’s anything we’ve learned from the unfortunate arrival of COVID-19, it’s that businesses need to thrive remotely if they want to survive. Learn how best to pandemic-proof your practice with our hybrid cloud solution today.
White Paper
The accounting industry is rapidly evolving to adopt digital technology to meet shifting client expectations. See why accounting firms are embracing cloud technology for more efficient workflows and improved client experience.
Blog Post
Over the past 50 years in particular, advances in computers and software have changed the face of accounting and auditing by automating many menial tasks. To fully understand and appreciate how today’s models are impacting the profession, here’s a quick history of accounting software.