Review and Compilation
Accounting firms are under pressure to do more with fewer resources. Now, you are empowered to leverage the power of automation to streamline preparation, compilation, and review engagements. With this solution, you gain extensive functionality. Access tools and checklists that keep engagements running efficiently, and a library of standard preparation and review procedures to ensure engagements are compliant with standards. Our solution has undergone significant peer review in order to ensure it is reliable and a strong facet of a quality control system. What’s more, with easy access to financial statements, work programs, and work papers, you can review a file as other team members work on other sections.
Key Benefits
Trusted Process
Trust the process by leveraging a solution that has undergone significant external review (e.g. AICPA National Peer Review Committee)
Engagement Optimization
Tailor your engagement plan to the requirements of your client using CaseWare’s Optimizer.
Review Anywhere
Review files, annotate documents and identify issues from anywhere at anytime.
Leverage Automation
Automatically generate financial statements, leadsheets, and ratios by populating the trial balance.
Optimize Your Engagement Processes
It can be easy to get off track when conducting compilation and review engagements. Staying on track, while focusing on areas of risk, is critical to ensure your work is highly effective and time efficient.
Improve efficiency from the get-go by streamlining your engagements. Leverage CaseWare's built-in Optimizer to develop a review process that has been tailored specifically to the needs of the engagement you are working on.
Improve Client Value With the Flexible Trial Balance
Use automatic documents to generate reports, ratios, and leadsheets from your client's trial balance. This gives you access to better insights which you can use to provide your clients with more valuable information for their strategic decision making.
The trial balance can be manually constructed or imported from a large number of accounting systems.
Review Documents With Ease
Reviewing and annotating documents can be a difficult task, particularly when the review process is manual.
Work through documents and review files efficiently, using our broad range of annotation tools to identify issues within a file.
Review and Compilation Products
Required Products
Review
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Connector
Learn moreCaseWare Cloud
Learn moreReview and Compilation
Review and Compilation Products
Required Products
Review
Learn moreWorking Papers
Learn moreOptional Extras
Connector
Learn moreCaseWare Cloud
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Why work with us?
"We get the data we need to monitor and run our business in a highly efficient and cost-effective way. And as we scale and grow the company, CaseWare can scale and grow with us. "
Jeff Christie
Vice-President, Finance, AutoCanada
Why work with us?
"CaseWare has offered me a creative and challenging outlet over the years. If you are looking to work with great people and establish yourself, as well as your career, CaseWare is for you"
Stacie
Template Development Lead
Why work with us?
"CaseWare has been my home and family for 25 years, challenging me to stay ahead of the complexity of modern software development, processes and the cultural shifts that happen as a company grows."