Working Papers
Desktop-based engagement management solution for audits, review and financial reporting.
Wesentliche Vorteile
Firm-fit templates
Create custom templates are use pre-built templates provided by Caseware.
Client-ready reporting
Generate polished statement packages and export to PDF for easy client delivery.
Cleaner PBC requests
Secure client portal for your Prepared By Client (PBC) requests so evidence stays organized.
Lower data risk
Use built-in validations, including tie-outs to source balances, to spot anomalies and reduce reporting errors.
Produktüberblick
A flexible desktop solution for managing assurance and accounting working papers in a single engagement file. Link trial balance data to adjustments, lead schedules and financial statements so updates flow through automatically, reducing manual reconciliation and improving reporting accuracy.
Funktionen
Bring in trial balance or GL detail from 60+ accounting systems, then export mapped data to tax tools, Excel or your document management system without rekeying.
Link trial balance, lead schedules and supporting workpapers so changes update every reference automatically, keeping totals, notes and cross-references consistent.
Roll forward prior year files, re-use documents and keep mappings within the same engagement structure. Choose what carries over so your team starts planning and fieldwork with a familiar file.
A powerful working paper management system that delivers efficient engagements with real-time visibility and secure access from anywhere.
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