Caseware Audit gives Sorren a platform that is truly their own

Eric Schmoldt, Director at Sorren, shares how the firm chose Caseware Audit to support its teams nationally and internationally. From tailoring the platform to Sorren’s own methodology to connecting tools so auditors can work in one place, he explains what drove the decision and what he hopes to achieve next.

Why Sorren needed to replace its existing audit software

‍Sorren needed a single audit platform that could support its teams nationally and internationally, including offshore colleagues. A tight deadline raised the stakes, since one of the firms was losing access to its existing software before year’s end. Leadership committed to finding one solution that worked for everyone, and the team evaluated multiple systems and deployment scenarios, challenging both each other and the vendors along the way.

How Sorren chose Caseware Audit

Sorren chose Caseware Audit, a platform that offered room to grow and the flexibility to make it their own. Instead of adopting a one-size-fits-all tool, the team layered Sorren’s own methodology on top of the platform’s building blocks. They are now connecting systems so auditors can work in one place instead of juggling administrative tasks and confirmation requests across tools. One early example is a financial statement disclosure checklist that integrates directly into the audit workflow.

What Sorren can achieve with Caseware Audit

‍Sorren hopes tighter integrations and AI tools will cut processes that once took a couple of hours down to 15 to 20 minutes, freeing auditors to focus on the work they do best. Teams are already seeing what the platform can do and they see room for more as the roadmap develops.