LAS VEGAS, June 4, 2024 – Caseware International is delighted to announce that Danielle Supkis Cheek, VP, Head of Analytics and AI, has been honored by AICPA & CPA Practice Advisor as one of the 2024 ‘25 Most Powerful Women in Accounting.’ Now in its twelfth year, this award is presented by the AICPA & CIMA Women’s Initiative led by Mandy Gallagher, Lead Manager, Diversity and Inclusion–Women’s Initiatives at AICPA & CIMA. It acknowledges women leaders who have made significant contributions to the accounting and finance profession.

Supkis Cheek is now a six-time Most Powerful Women in Accounting award winner. She is also an eight-time ‘40 under 40 winner’ as voted by the CPA Practice Advisor. She was also the first woman to receive the AICPA’s Outstanding Young CPA of the Year Award in Honor of Maximo in 2016.

“This award is a testament to the impact that Danielle continues to make within the accounting profession,” said David Osborne, Chief Executive Officer of Caseware. “She brings a wealth of industry knowledge to our team and is consistently at the forefront of innovation and AI, providing exceptional value to our clients. This well-deserved honor for Danielle reflects her commitment to excellence, which truly distinguishes her. Congratulations from everyone at Caseware.”

“Receiving this recognition from AICPA & CPA Practice Advisor is a great honor and an opportunity to highlight the importance of innovation, mentorship and community support to help the next generation of women in accounting achieve success,” said Danielle Supkis Cheek, VP, Head of Analytics and AI, Caseware. “I believe that the accounting profession is unique in the benefits it can offer women and I hope that this award program will continue to motivate female leaders and those just starting in the profession to pursue their career goals with confidence and determination.” 

Candidates for the ‘25 Most Powerful Women in Accounting’ are nominated by their peers. They are selected by a group of independent judges based on their active role in innovation and excellence within their organization and the accounting profession at large, as well as their contributions to the future of the profession.

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

TORONTO, May 28, 2024: Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, is delighted to announce the pre-launch availability of Caseware AiDA, its Artificial Intelligence digital assistant. As the latest enhancement to the industry-leading Caseware Cloud platform, AiDA complements Caseware’s comprehensive suite of solutions created with accounting, audit and finance professionals in mind. 

AiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific enquiries enabling accounting, audit and finance experts to work more efficiently, collaborate with greater effectiveness and gain deeper insights. 

Whether providing timely responses to methodology or compliance questions, supporting the processing and analysis of audit evidence, or assisting with the production of key audit workpapers and deliverables, AiDA empowers professional users to achieve more with less effort. This will, in turn, drive practice growth and power the financial success of clients.

David Osborne, Chief Executive Officer at Caseware International remarked, “Caseware AiDA is the future. Our vision is to place powerful tools in the hands of our clients, enabling them to do their work better than they have ever done before. This release is just the beginning of a wave of innovation in AI and it demonstrates the focus we have on our accelerated roadmap to build out our offering on the Caseware Cloud platform. Caseware AiDA offers powerful digital assistance to accountants and is further proof of the ways in which Caseware is underpinning the relevance of the profession.”

Some of the benefits to be gained from Caseware AiDA include:

• Enhanced workflow efficiency with precision and relevance – whether summarizing lengthy PDFs or providing informed answers about your documentation in the moment, AiDA helps you work smarter, not harder.
• Reassurance around security and compliance – with AiDA, no prompts are stored or fed back into the model. Users can trust AiDA to maintain the highest data security and compliance standards that Caseware has always delivered for the profession.
• Assistance with routine tasks – AiDA assists with mundane tasks, enabling professionals to focus on strategic decision-making. 
• Focus on quality output – AiDA delivers a safe and fit-for-purpose resource which ensures efficient workflows for clients.  

Feedback on AiDA has underscored the demand for tailored, secure AI solutions in professional environments. Danielle Supkis Cheek, VP, Head of Analytics and AI at Caseware International commented, “We recently showcased AiDA to a number of clients beyond our beta phase community at Caseware’s 2024 North American User Group. The response was phenomenal and, in line with our roadmap, we’re excited to continue to enhance AiDA based on user feedback and technological advancements.”

Currently available to Caseware Cloud customers in the United States for early access, AiDA will ultimately be available across the globe and, specifically, in Australia, Canada and Europe later this year. Soon, AiDA will be a core component of all cloud-enabled solutions, across all regions. AiDA’s capabilities are constantly evolving, including better context awareness in document interactions and more extensive support for multilingual queries. AiDA is set to transform how professionals in the accounting and audit fields manage their tasks, offering unparalleled support and efficiency. 

Caseware AiDA (pronounced AY-duh) draws inspiration from Ada Lovelace, whose impact on scientific computing continues to influence generations of technologists and mathematicians around the world. Caseware encourages users to explore AiDA’s features and experience the future of digital assistance. To see AiDA in action, join us at ENGAGE at the ARIA Resort & Casino from June 3-6 or sign up to hear more from Danielle Supkis Cheek at the Streamlining Audits with AI: Efficiency and Quality Gains webinar taking place at 11:00 AM ET on July 18.

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

LONDON, May 14, 2024 – Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced the launch of Caseware Financials for the UK market. The new innovative cloud-based application marks a significant milestone in Caseware’s commitment to empowering accounting practitioners worldwide to work smarter and more efficiently.

Caseware Financials addresses the challenges inherent in financial reporting processes. As a cloud-based application, it provides seamless assistance in preparing, reviewing, and delivering professionally formatted and accurate financial statements. The solution’s intuitive interface and powerful features enable users to generate compliant year-end accounts with just a few clicks, significantly reducing the Total Cost of Ownership compared to other solutions.

Key features of Caseware Financials include:

• Automatic drafting of financial statements
• Built-in review tools with warnings and diagnostics
• Simplified data imports with intelligent mapping suggestions
• Carry forward functionality
• Multi-user access for enhanced collaboration
• Fully automated tagging, allowing you to export your instance document in an HTML format

Manual processes, rounding errors, cross-checking and validation, data integrity, changing accounting standards, and document management complexities are effectively addressed by Caseware Financials.

Finance teams can seamlessly gather financial data from various sources, record transactions, and make real-time adjustments, while reviewers can access statements remotely, adding control and quality to the entire process. Secure collaboration features enable multi-user access from different locations, facilitating real-time collaboration and enhancing decision-making with up-to-date information.

Caseware Financials automates financial statement preparation through a tailored checklist, importing and mapping data directly from Excel, CSV, and accounting packages. The application offers customization and flexibility, allowing users to refine reports to meet specific organizational requirements while ensuring compliance with the latest reporting standards.

Caseware Financials also includes intelligent mapping suggestions, enhanced review tools, multi-language support, and localized content across various geographies. Its integration within the Caseware ecosystem provides a unified platform for interconnected financial data and reports.

“Our mission is to improve financial reporting by empowering accounting practitioners to work smarter and more efficiently,” remarked Simon Warren, VP, Head of Global Solutions at Caseware. “Caseware Financials is an intuitive, fast and user-friendly solution that can help easily prepare, review and deliver professionally formatted and accurate financial statements in the cloud. Practices will see improved efficiency and save time by leveraging Caseware Financials to effortlessly generate compliant year-end accounts with just a few clicks.”

“With its user-friendly interface, powerful features, and commitment to compliance, Caseware Financials empowers accounting professionals in the UK to streamline processes, enhance collaboration, and make informed decisions with confidence,” said Natasha Kobrak, Head of Product Management UK at Caseware.

Visit Caseware at stand 420 for a demo of Caseware Financials – Accountex London │ ExCeL │ 15-16 May 2024.

For more information about Caseware Financials, visit https://www.caseware.com/uk/products/financials/

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

Toronto, ON – [February 21, 2024] – Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, is pleased to announce the appointment of Danielle Supkis Cheek as Vice President, Head of Analytics and AI. 

Supkis Cheek joins Caseware from MindBridge where she was Vice President of Strategy and Industry Relations. Her outstanding career, spanning over 15 years in public accounting, includes senior leadership roles within various small and medium sized firms, as well as several years spent running her own practice.

In her new role, she will be responsible for continuing to develop and drive Caseware’s analytics, data, and artificial intelligence strategies with a focus on the delivery of innovative solutions that delight the company’s global client base.

David Osborne, Chief Executive Officer at Caseware remarked, “As a renowned industry expert, Danielle will bring a fresh perspective and a wealth of industry knowledge to our team. Caseware is committed to staying at the forefront of innovation and AI is transforming and redefining how we approach analytics and data-driven decision-making. Danielle’s proven track record will be invaluable in advancing our data, analytics and AI strategy to deliver superior value to our clients and to drive Caseware’s growth.”

Supkis Cheek commented, “I am excited to join a global organization known for its ability to provide an incredible breadth of offerings to deliver on the needs of the practitioner. As an ex accounting firm owner myself, I admire Caseware’s reputation within the accounting and audit professions and it’s an opportune time for me to contribute to the company’s innovation journey. AI and data analytics are revolutionizing the way practitioners work, enabling them to automate processes, reduce errors, and increase speed, thereby delivering real business value that provides a competitive edge.” 

Supkis Cheek holds a Bachelor’s degree from Rice University in Houston, TX and a Master of Science in Accountancy from the University of Virginia in Charlottesville, VA. She returned to her alma mater as part-time faculty at Rice University’s Jones School of Business where she has been teaching accounting for entrepreneurs to undergraduates and data analytics to Masters of Accountancy (MAcc) students for the best part of a decade.

She is a highly respected professional with certifications as a Certified Public Accountant (CPA) in the State of Texas, a Certified Fraud Examiner (CFE) and a Certified Valuation Analyst (CVA).

Her broader achievements include being honored with the Houston CPA’s Society’s Distinguished Member to the Profession in 2019. She was recognized as a five-time Most Powerful Women in Accounting by CPA Practice Advisor and AICPA and named as one of the 2019 Houston Business Journal Women Who Mean Business.

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About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

Notes to editors

In the event of media enquiries, please contact:

Elise Sallis

Head of Global Communications

elise.sallis@caseware.com

+44 (0)7515 538014

Jill Quinn

Director Corporate Communications

jill.quinn@caseware.com

1-416-737-0703

Audit firms struggling to build teams with diverse skill sets that can deliver the audit of the future

Toronto, ON – [Feb 7, 2024] – Investing in technology is a key priority for accounting firms as they move into 2024, while mitigating the ongoing talent shortage and keeping pace with new laws continue to cause challenges for many within the profession. This is according to findings from the 2024 State of Accounting Firms Trends Report released by Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions. 

Meanwhile, Caseware’s 2024 State of Internal Audit Trends Report highlights the need for technology expertise amid ongoing issues around attracting and retaining top talent.

Caseware explores worldwide perspectives within the accounting and audit professions annually. Both reports are based on extensive surveys of practitioners from around the world that were conducted in late 2023.

State of Accounting Firms Findings

Technology Adoption

Firms are clearly committed to investing in technology, with 77% of survey respondents stating their financial outlay will increase either significantly or slightly over the next two years. This represents an increase of 8% when compared to the 2023 survey findings. Innovative technologies are entering the accounting landscape quickly, with Generative AI being a notable example. Despite only becoming widely available in the year that our survey was conducted, more than 10% of respondents identified it as a top-three area of intended software investment for 2024. Engagement software (audit, review and compilation, tax etc.) was selected as a top-three area of investment for the coming year by 21% of respondents.

Talent Crunch

Hiring and retaining talent remains a key issue for accounting firms. Overall, 88% of respondents said hiring and retaining talent was challenging to some degree, with 47% describing it as somewhat challenging and 41% saying it was extremely challenging. However, firms are starting to take action, with 32% offering training programs to upskill existing employees, 27% offering newly-created roles and capabilities into their firms and 24% opting to employ a third-party talent sourcing service. 

David Osborne, Chief Executive Officer of Caseware International remarked, “Technology is a magnet for those considering joining the profession. The firms that fail to match the expectations of the accounting and audit professionals of tomorrow will see their talented, dynamic employees drift to competitors who offer more tech-savvy, progressive environments.”

Laws and Regulations

Dealing with new laws and regulations was identified as the most frequently cited challenge among survey respondents, with 16% confirming this as their top issue. This highlights the pressures on firms to keep up with today’s dynamic and fast-paced regulatory climate. 

As global economic and regulatory environments become more complex, clients are increasingly turning to their accountants for advice and guidance. As a result, the demand for client advisory services is on the rise – 76% of survey respondents indicated that their firm has seen either significant (23%) or modest (53%) growth in this area.

State of Internal Audit Findings

Talent Crunch

Finding and retaining skilled auditors is slightly easier than in the previous year but remains difficult. When asked how challenging it was to hire and retain the right talent for their firms, almost 90% of survey respondents stated that it was either extremely or somewhat challenging. 

With technology expertise in particularly high demand for internal audit departments, it’s clear that audit firms are looking to build teams equipped to deliver the audit of the future. When exploring the skill sets departments sought, data science elicited 18% of responses, while IT audit and cybersecurity garnered 15% and 12%, respectively. Artificial intelligence secured 9% of responses, while fraud examination was the most sought non-technical skill (10%) with ESG polling 8%. 

Data Analytics

Many firms are looking to data analytics to support and enhance their auditing activities. When asked about the use of data analytics in their audits, 21% said they are now using analytics for all audits, while an additional 57% indicated they are selectively using data analytics for some. 

Ian Kirton, an internal audit industry expert commented, “It’s not a surprise to see that the use of data analytics is increasing. It’s how auditors are meeting the challenge of doing more with less. Analytics helps them spot risk, re-evaluate controls and perform continuous auditing.”

Do More with Less

A significant internal pressure for audit teams is the need to do more with less time and resources – 30% of respondents identified this as their top selection. Auditors face increased reporting requirements, such as ESG, DEI and culture, often without a corresponding budget increase, so teams need to be as efficient as possible when completing their audits.

Trends to watch:

2024 State of Accounting Firms Trends Report 

• Although 73% of respondents indicated they are either currently implementing or are planning to implement DEI initiatives in their firm, an alarming 27% said they are not and have no plans to do so. 

• Firms continue to modernize their practices, with 76% responding that they use either cloud-only tools or a mix of desktop and cloud to help manage their practice. This is an increase of 17% compared to the 2023 findings.

• 17% of respondents are using offshoring to mitigate the accounting profession’s talent shortage.

2024 State of Internal Audit Trends Report

• Just 10% of respondents said hiring and retaining the right talent for their firm is not challenging at all.

• According to 76% of respondents, over the past year, the number of employees in their internal audit department has either increased or stayed the same. 

• In the past year, 45% have seen growth in ESG-related audit work.

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About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

Notes to editors

Survey methodology

Caseware conducted the 2024 State of Accounting Firms Survey from the second week of September to the second week of November 2023. It was offered in five languages: English, Spanish, French, Dutch and German, and garnered 2,054 validated survey completions. Responses were received from 49 countries, with the largest participation rates coming from the United States, Canada, South Africa and the United Kingdom.

The most frequently chosen title among respondents was Partner/Managing Partner, at just over one-third (34.6%).

Caseware conducted the 2024 State of Internal Audit Survey from the second week of September to the second week of November 2023. It was distributed in five languages – English, French, German, Dutch and Spanish – with 1,068 respondents completing the survey.

The most common job title for survey participants was “Internal Auditor” at 21%, followed by “Internal Audit Manager” at 16% and “Head of Internal Audit” at 14%.

In the event of media enquiries, please contact:

Elise Sallis

Head of Global Communications

elise.sallis@caseware.com

+44 (0)7515 538014

CPA firms have created more than 1,000 engagements in new end-to-end, integrated solution from the AICPA, CPA.com and Caseware

NEW YORK (Oct. 31, 2023) – Usage of the Dynamic Audit Solution (DAS) continues to grow at a strong pace, with firms having created over 1,000 engagements on the fully integrated, cloud-based solution from the AICPA, CPA.com and Caseware since it launched commercially this past summer. Powered by transformative methodology developed by the AICPA, in partnership with leading firms and audit practitioners, DAS is enhancing the efficiency, quality and client-value of financial statement audits through a risk-focused, data-driven approach. Built on the Caseware Cloud platform, DAS features guided workflows, real-time collaboration and a fully-integrated methodology from start to finish to support an enhanced auditor and client experience.

“We developed DAS to fundamentally transform the financial statement audit methodology, which has remained largely unchanged for decades,” said Susan Coffey, CPA, CGMA, AICPA & CIMA CEO of Public Accounting. “Instead of following a linear, checklist-based process, DAS enables an iterative approach to comprehensively identifying, assessing and responding to risk. The embedded AICPA methodology guides auditors to focus on the areas of the audit that matter the most, enabling the delivery of deeper insights and more meaningful conversations with clients.” 

“We’re already starting to see some of the transformational differences between DAS and previous audit tools that our staff have used both here and at other firms,” said Matt Walsh, a partner at Withum. “One of the biggest benefits we’ve seen early on is a defined logical mapping that guides audit teams down the path of an effective and efficient audit from start to finish. We’re really excited about how that’s going to impact our audit practice.”

Jessie Kanter, partner at Citrin Cooperman, also commented: “Through the guided experience of DAS and the upgraded methodology, it’s really making our auditors better auditors and they’re able to bring insights to their engagements and to their clients.”

Key benefits and features of DAS include:

• Enhanced efficiency – DAS integrates processes and methodologies, eliminating the need for numerous, disparate audit tools. This enables a holistic audit approach, facilitating a focused audit plan and improved collaboration through a single cloud-based platform.
• Greater client & auditor value – Real-time data and integrated analytics support auditors in identifying, evaluating and responding to relevant risks throughout every stage of the audit. This allows for a deeper assessment at the risk level, enabling DAS to dynamically provide suggestions to auditors on how to respond to identified risks as the audit engagement progresses, helping to inform auditor judgment in real-time.
• Attracting and developing top talent – DAS offers auditors a modern, technology-driven tool and enables immediate staff upskilling by helping them understand the why and what of their actions within the audit process

DAS is part of OnPoint, a comprehensive cloud-based suite of applications built on the Caseware Cloud platform that bring together embedded methodology, engagement management, automated financial statements, data analytics and client collaboration in a single package. Firm adoption of OnPoint, which also includes OnPoint EBP, OnPoint PCR and OnPoint Audit, has been steadily progressing with more than 200 firms now using one or more applications.

“Caseware is proud to be the engine powering OnPoint DAS and we are excited to be at this phase of execution and adoption,” said David Osborne, CEO, Caseware. “Our leading Caseware Cloud technology optimizes the transformational methodology developed by AICPA and the platform’s enhanced data analytics and automation capabilities improve accuracy and save time. OnPoint DAS will give firms a competitive edge particularly in attracting and retaining talent.”

CPA.com can help firms assess their readiness and offers comprehensive implementation consulting, training and data and migration services to prepare for a technology-driven shift.

“Adoption of the transformative DAS audit platform will require change management strategies across the firm,” said Erik Asgeirsson, president and CEO, CPA.com. “To help ensure a successful migration to DAS we have invested significant resources and capabilities to first help firms assess where they stand and then to develop individualized firm adoption and change management roadmaps.”

To learn more about DAS, visit cpa.com/DAS.

About Caseware

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

About the Association of International Certified Professional Accountants, and AICPA & CIMA

The Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, advances the global accounting and finance profession through its work on behalf of 698,000 AICPA and CIMA members, students and engaged professionals in 188 countries and territories. Together, we are the worldwide leader on public and management accounting issues through advocacy, support for the CPA license and specialized credentials, professional education and thought leadership. We build trust by empowering our members and engaged professionals with the knowledge and opportunities to be leaders in broadening prosperity for a more inclusive, sustainable and resilient future.

The American Institute of CPAs (AICPA), the world’s largest member association representing the CPA profession, sets ethical standards for its members and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state and local governments. It also develops and grades the Uniform CPA Examination and builds the pipeline of future talent for the public accounting profession.

The Chartered Institute of Management Accountants (CIMA) is the world’s leading and largest professional body of management accountants. CIMA works closely with employers and sponsors leading-edge research, constantly updating its professional qualification and professional experience requirements to ensure it remains the employer’s choice when recruiting financially trained business leaders.

About CPA.com

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the U.S., with a growing global focus.

Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners.

A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

Dusseldorf, Germany, 17 July 2023 – Caseware, one of the world’s leading software solution providers in the areas of audit, financial reporting and data analysis, launches the first ESG reporting app.

Caseware’s ESG reporting app supports companies as well as consultants of sustainability reports in all stages of the reporting process – from scope determination and data collection to the creation of the report.

Over 15,000 companies in Germany have to start submitting sustainability reports by 2026 at the latest.

For large capital-market-oriented companies, this obligation has already been in effect since 2017. The Corporate Sustainability Reporting Directive (CSRD) extends the obligation to large non-capital-market-oriented companies starting from fiscal year 2025 and to small and medium-sized capital-market-oriented companies starting from 2026.

Companies that are required to submit an ESG report for the first time in 2026 for fiscal year 2025 should already address the subject now in order to understand the requirements arising from the CSRD and implement suitable processes and systems.

“It is becoming apparent that the internal effort as well as the consulting and auditing effort of firms will be more extensive for sustainability reporting than for financial reporting”, says Axel Zimmermann, Managing Director and Head of Commercial of Caseware Germany. “This is why dealing with the subject early on and selecting and evaluating supporting technologies is essential.”

Supported by the know-how of experienced auditors, Caseware has developed an app which optimally supports companies and consultants in the creation of reports.

Among the main features of the app are the following:

• Scope determination: The app provides a questionnaire-based stakeholder and company materiality analysis based on the European Sustainability Reporting Standards (ESRS) to determine the scope of the report for a reporting year.

• Data queries and collaboration: The app facilitates the exchange of data and enables collaboration with all those responsible for this subject. Documents can be requested by using predefined queries directly within the app.

• Text drafts: Based on the scope and the information obtained, the app outputs text modules for the report, which can be customized according to the defined wording of the sustainability report.

The Caseware app ESG will be available from autumn 2023.

For more information and registration for a live demo of the app, please visit the Caseware ESG website (in German).

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

Toronto, ON – June 15, 2023 – Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced a sponsorship with professional golfers Andrew Putnam and Adam Schenk.

Putnam and Schenk represent the strong field of talent on the PGA TOUR, both with impressive tournament resumes. Putnam got his first PGA TOUR win at the 2018 Barracuda Championship and since has achieved 18 career top-10 finishes. He is currently ranked 36th on the FedEx Cup Rankings.

“This partnership signifies a mutual commitment to excellence, innovation, and a shared passion for the sport,” says PGA TOUR golfer, Andrew Putnam. “This is one of the many reasons I’m proud to partner with Caseware as an ambassador.”

Since joining the TOUR in 2018, Schenk has quickly established himself with 11 Top-10 finishes, including two runner-up finishes in the 2023 season. He has qualified for the FedExCup Playoffs in four consecutive seasons and is currently ranked 26th on the FedEx Cup Standings. 

“Caseware helps clients around the world work better, faster and smarter to stay one step ahead of the competition and that is a mentality that I can relate to,” says PGA TOUR golfer, Adam Schenk. “I am grateful for their support and I look forward to working together.” 

As Putnam and Schenk compete in various tournaments and championships, Caseware’s logo will prominently appear on the chest of their apparel and other branding materials, providing substantial exposure to a global audience.

“This partnership marks an exciting milestone for Caseware to continue to extend its new brand on a larger grandstand and we couldn’t be more excited to support two of the most talented and promising professional golfers in the industry,” said David Osborne, Chief Executive Officer, Caseware.  “Like the audit industry, golf is a game centered around trust and honesty. It’s a sport that embodies discipline, precision and determination, all values that resonate deeply with Caseware. Aligning with top-tier athletes like Andrew Putnam and Adam Schenk demonstrates our commitment to excellence in business, sportsmanship, and athletic achievement.”

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

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Media information:

Jill Quinn

Director of Corporate Communications  

jill.quinn@caseware.com

Toronto, ON – May 3, 2023 – Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced that it has acquired Caseware Holdings Australia Pty Ltd (d/b/a Caseware Australia & New Zealand), an independent distributor servicing Australia, New Zealand, and other Asian-Pacific countries for over 25 years.

Caseware Australia & New Zealand provides Caseware solutions such as Working Papers, IDEA analytics and numerous cloud applications, including self-managed super funds and financials to the accounting, corporate and government-related markets. They have been a pioneer in adapting Caseware’s offerings to the cloud and were the first distributor to introduce a fully cloud-based application (SMSF Audit) in 2015.   

“Two years ago we embarked on a journey to bring the biggest and fastest-growing distributors into the Caseware family,” said David Osborne, CEO Caseware International. “Caseware Australia & New Zealand marks the end of that journey, and together with the five other acquired distributors, we can all firmly approach the market as One Caseware. It is great to formally welcome Craig and the entire Australia-based team to Caseware International. We have had a tremendously collaborative relationship for many years, and this acquisition only strengthens our future together.”

Craig Waldon, who will continue to lead the business, stated, “Since joining in 2001, I have seen the business grow significantly and have appreciated the long-term relationships our customers in Australia and New Zealand entrust to us. The opportunities for our business, staff and customers will only increase as a result of becoming part of a global business.  I look forward to working more closely with the entire Caseware team.”

“Given the pace of change in our market, joining forces now made perfect sense,” added Chairman Solly Lew who started the business in 1997.  “I’m so pleased with our success in delivering transformative solutions to our customers over the years, and under Caseware International’s ownership, I believe the company will be better positioned for the future.”

The acquisition of Caseware Australia & New Zealand marks Caseware International’s seventh acquisition in less than two years. Caseware is committed to delivering exceptional service and value to its customers and will continue to explore opportunities to strengthen its position in the market.

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

About Caseware Australia & New Zealand

Since 1997, Caseware Australia & New Zealand has been the exclusive distributor of Caseware products in Australia and New Zealand and specializes in software development and support for Australian Auditors, SMSF Auditors and Financial Reporters.  Products include Audit, SMSF Audit, Analytics and Financial Reporting and are specifically built and supported in Australia for Australian and New Zealand legislative and regulatory requirements.

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Media Contact:

Jill Quinn

Director of Corporate Communications  

jill.quinn@caseware.com

Toronto, ON – April 3, 2023 – Caseware International, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced the acquisition of Accountants Templates Inc., better known as Jazzit, who has provided templates and checklists to Caseware’s Canadian customers for over 20 years.

“I want to officially welcome the entire Jazzit team to the Caseware family,” said David Osborne, CEO of Caseware. “This strategic move is part of Caseware’s commitment to expanding our product offerings and better serving our customers. For decades, Jazzit has developed accounting templates leveraging Caseware’s software, and we believe that together we will further enhance the experience for our joint customers.” 

“We have been strong supporters of the Caseware story since our founding over 20 years ago,” says Michael Chew, Jazzit co-owner. “We look forward to working with the Caseware team to further develop Jazzit’s product and service offerings and continue building trusted relationships with our valued clients.”

Jazzit co-owner Lori McGurran adds: “As we considered the future of Jazzit and ensuring that our customers and employees would be well taken care of, Caseware was an obvious choice to fulfill our objectives and further create meaningful value for our customers throughout Canada. We could not be more excited about our future together.”

About Caseware International

Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators.  Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit www.caseware.com.

About Jazzit

Accountants Templates Inc., better known as Jazzit, has provided templates and checklists to Caseware’s Canadian customers for over 20 years. Its flagship offerings integrate with Caseware Working Papers to assist small-to-medium-sized accounting practices to deliver enhanced solutions for their client’s engagements.

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Media Contact:

Jill Quinn

Director of Corporate Communications  

jill.quinn@caseware.com