Caseware Audit
End-to-end financial audit solution with risk-based planning, guided workflows and integrated reporting.
Key Benefits
Sharpen Audit Insight
Spot exceptions early with built-in diagnostics so you focus on judgement, not data hunting.
Protect Data with Canadian Hosting
Keep client data encrypted in Canadian data centers for PIPEDA compliance, data sovereignty and trust.
Reduce Rework
Link planning, risks, and procedures to one data source so updates happen once, not everywhere.
Real Time Collaboration
Collaborate in one live file with notes, issues, and sign-offs updating in real time for faster review.
Product Overview
An end-to-end cloud audit workflow from planning to report issuance. Import the trial balance, map accounts, and keep risks, procedures, evidence, and sign offs connected so your team finishes faster with fewer review notes. Built for PEG requirements, with analytics and AI support.
Features
Import the trial balance and answer guided prompts to tailor pre-built, PEG-based content. Objectives, risks and procedures populate and stay aligned.
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Generate draft ASPE and ASNPO statements from mapped accounts, then export GIFI from engagement data into your tax preparation tool to save time at filing.
Use integrated journal entry analytics in the file to spot anomalies and trends, focus testing faster and document smarter responses for better audit quality.
Leverage AI support to summarize client support, extract key details and answer audit questions in context, helping teams clear notes faster without leaving the file.
How to Get Started
- Set Up
Create an engagement in Caseware Cloud.
- Import
Import trial balance and map accounts.
- Assess
Use gathered information to identified and assess risk.
- Test
Perform procedures and capture evidence.
- Finalize
Review, finalize financials, and issue report.
Additional Resources
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