Extractly

Feb 20 2025

Product

Caseware Extractly

Automate vouching and substantive testing directly in Excel. Extractly is the AI-powered Excel add-in that transforms how auditors and finance teams perform substantive testing and document verification.

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Excel Add-In for AI-Powered PDF and Image Extraction

Extractly transforms how auditors and finance teams verify financial data. As an Excel add-in, it enables auditors to conduct substantive testing efficiently right from Excel. It also allows finance teams to effortlessly match supporting PDFs to transactions. By automating data extraction and matching from PDFs and images, Extractly eliminates manual effort, improves accuracy and accelerates workflows. 

Features

Smart Data Extraction: From PDF & Images to Excel

Extract structured and unstructured data from scanned or digital documents including handwritten notes and integrate it directly to workpapers. Seamlessly convert PDF data into clean Excel-ready format for analysis using industry-leading OCR technology. 

Automated Data Matching for Sample Testing

Instantly validate invoice amounts, supplier names and numerical consistency across documents. Pinpoint discrepancies and ensure accuracy without manually searching through multiple PDFs. Conduct large sample testing at once, saving time on high-volume substantive testing. 

Intelligent Table Extraction & Formatting

Convert unstructured bank statements, invoices, and ledgers into clean, tabular formats. Format extracted data to fit your audit templates with customised column mapping. Detect totals, validate calculations and ensure numerical accuracy.

Interactive Document Linking for Faster Review

Click on extracted data in Excel to instantly navigate back to the source document. Review supporting evidence without switching between multiple screens or files. Incorporate a structured workflow for testing, complete with built-in approvals and reviews.

See how Extractly transforms substantive testing and document matching – download the brochure.

Benefits

Improved Confidence in Audit Assessments

Improved Confidence in Audit Assessments

Align extracted data with sample selections to verify authenticity quickly. Eliminate the hassle of manual data entry and integrating data from digital or scanned documents into workpapers. 
Faster, More Accurate Substantive Testing

Faster, More Accurate Substantive Testing

Process large sample sets in seconds, improving audit efficiency.  Automate document matching against large samples, reducing hours of manual cross-checking and enabling auditors to meet tight deadlines without stress. 
Reduce Audit Costs

Reduce Audit Costs

Maximise efficiency and cut down on manual review labour. Focus on critical data with smart linking and reformat information flexibility. Use the arithmetic feature to instantly verify additions within PDF files ensuring error–free calculations and faster reporting cycles.  
Seamless Integration with Workpapers

Seamless Integration with Workpapers

Effortlessly connect extracted data with Excel-based audit workpapers. 
Collaboration with Engagement Teams

Collaboration with Engagement Teams

Facilitate real–time communication with built-in annotation and commenting features, keeping all team members aligned and efficient during engagements. 
Secure Client Communication

Secure Client Communication

Protect sensitive data with built-in security measures and role-based access. 

Discover Caseware's Advanced Capabilities to Power Professionals

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Validate

Feb 20 2025

Product

Caseware Validate

Run thousands of checks on your financial statements in seconds. Eliminate errors and accelerate financial reviews. Instantly validate financial statement accuracy with AI-powered precision, reducing manual work and ensuring compliance.

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End the Cycle of Tedious Financial Statement Reviews

Leverage advanced AI algorithms that perform thousands of unique financial checks in seconds, cross-referencing thousands of data points for consistency, accuracy and compliance. Upload financial statements and let automated arithmetic and validation checks eliminate the need for manual reconciliation, streamlining reviews and increasing confidence in producing error-free reports. 

Features

AI-powered Mathematical Accuracy Checks

Instantly verify totals with automated vertical and horizontal calculations across all financial tables in your reports including supplemental disclosures. Customisable formula options provide flexibility for specific reporting needs while maintaining precision and reliability. No more manual recalculations.

Internal Consistency & Prior Period Checks

Automatically cross-check figures between statement and notes across both annual and interim reports. Instantly detect mismatched descriptions, inconsistent opening/closing balances, narrative irregularities and spelling errors. Identify discrepancies early with Red, Amber and Green indicators to flag text or numerical inconsistencies across versions.  

Version Comparison Between Multiple Drafts

Track changes across multiple document versions while carrying forward references and adjustments from prior reviews. Avoid duplicate review cycles and ensure a complete audit trail for greater consistency and accountability. 

Simplified Review and Mark Up

Easily review reports with a side-by-side page view for faster validation. Make editable markups, with all changes logged for transparency. Users can overwrite and track revisions, reducing manual errors and ensuring accuracy and compliance. Enhance team collaboration even under tight deadlines.

Explore Validate's full capabilities – download the brochure.

Benefits

Eliminate Manual Errors and Enhance Accuracy

Eliminate Manual Errors and Enhance Accuracy

Check for errors within your financial statements as a standalone document. Automatically detect inconsistencies in figures and descriptions to improve accuracy.
Accelerate Review Cycles & Save Time

Accelerate Review Cycles & Save Time

Reduce the manual workload for recalculations and cross-checking, accelerating financial statement review cycles. 
Improved Confidence for Filing

Improved Confidence for Filing

Deliver audit-ready financial reports that align with underlying accounting records and regulatory standards. 
Detect Errors Early to Avoid Costly Corrections

Detect Errors Early to Avoid Costly Corrections

Detect and resolve errors before submission, avoiding costly corrections later. 
Streamlined Collaboration During Tight Deadlines

Streamlined Collaboration During Tight Deadlines

Enable seamless team reviews with built-in commentary, version comparison and resolution workflows. 
Scalable, Secure and Designed for Complex Reviews

Scalable, Secure and Designed for Complex Reviews

Cloud-based and optimised for firms handling multiple engagements and multi-entity financials.

Get started in 4 easy steps

1.

Upload Financial Statements in PDF Format

Easily upload your financial statements with just a few clicks. Validate automatically recognises prior-year versions and organises documents for seamless comparison, ensuring an efficient and structured review process.
2.

Run Thousands of Pre-built Checks in Seconds

Validate instantly performs thousands of unique financial checks, cross-referencing key data points for casting errors, internal consistency, prior period mismatches and compliance risks. Say goodbye to tedious manual validation.
3.

Generate Summary of Findings & Target Reviews

Receive an intelligent, easy-to-navigate summary that highlights validated data, flagged errors and unmatched figures requiring review. Colour-coded indicators ensure that you can prioritize critical issues quickly.
4.

Resolve Errors & Finalise Financial Statements

Drill down into flagged discrepancies, apply judgment to indeterminate figures, and make real-time adjustments with version control and automated cross-referencing. Generate a compliant financial report with confidence.

Discover Caseware's Advanced Capabilities to Power Professionals

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Caseware SQM

Oct 09 2023

Product

SQM

Reimagining quality management for assurance and related services

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Risk-based quality management

The adoption of the new International Standard on Quality Management (ISQM) is moving accounting firms toward a modernised, risk-based approach to quality management. To bring about this change, technology is going to play an essential role.

Introducing Caseware SQM – a robust, intuitive, cloud-based system of quality management designed for progressive accounting firms. It’s easy to design, implement and manage at the firm and engagement levels, and helps practices deliver assurance services with confidence.

Features

Built-in risk assessment process with guidance and checklists

Gain an understanding of the firm, identify quality risks, set risk assessment thresholds and assess the potential effect on the business. Proactively approach risk management by spotting potential risks before they occur and take preventative measures to reduce the likelihood of non-conformance.

Rich library of risks, policies and procedure responses

Designed and approved by a global group of industry experts in the field of quality management and assurance, SQM facilitates compliance to both global and localised quality management standards such as ISQM, SQMS, CSQM, ASQM, NIGC, etc. Ensure that your firm is equipped to address a wide range of quality-related issues.

Automated notifications delivered in real time

Get notified about staff activities and tasks instantaneously through email notifications on all changes and updates, and receive reminders about periodic tasks as per the frequency defined during the design phase. Increase efficiency and free up employees’ time and resources to focus on other important tasks.

Controlled access

Flexibility to assign access to different modules within the application based on the roles and responsibilities within the process, ensuring quality control. Reduce the risk of data breaches, unauthorised access to sensitive information and other security issues.

Benefits

Comply with confidence

Comply with confidence

Assists with maintaining Canadian quality management standards, reducing quality risks and stress related to regulatory inspections.
Build trust

Build trust

Improve your firm’s reputation and contribute toward enhancing the public trust in the accounting profession.
Boost efficiency and productivity

Boost efficiency and productivity

Take advantage of the intuitive quality management app to set up clear processes and responses that are documented and consistently applied.
Drive growth

Drive growth

Facilitate better practice management and drive business growth by managing risks proactively.
Ensure consistency

Ensure consistency

Build process consistency across the different practice areas and streamline accountability of different partners and staff.

Supporting tools

Elevate your Caseware quality management experience

To ensure quality assurance standards are fully met, Caseware SQM is designed with a dynamic workflow split into five modules:

  • Design
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    Select relevant objectives, create your own risks, policies and procedures, schedule tasks and publish your system of quality management.

  • Operate
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    Easily view the published system, including objectives, risks, policies and procedures, create new tasks and complete assigned ones.

  • Operate overview
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    Get an overview of a firm’s tasks and reports and the ability to see outstanding tasks and review registers — all from one central location.

  • Monitor
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    Determine the nature, timing and extent of monitoring activities that will be performed and create work programs from activities selected for testing.

  • Evaluate
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    Assess the system and conclude whether the objectives are being achieved. Also get the option to identify issues and remedial actions.

Need more help?

Browse our resources & training, or contact our expert customer support team is there for you 24/7, ready to help.

Enter the modern age of accounting with Caseware solutions

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Financials

Oct 04 2023

Product

Caseware Financials

Experience the power of cloud, data, automation and compliance in one dynamic app for statutory reporting

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Empowering financial decision-making

In today’s fast-paced financial world, staying ahead means utilising the right tools. Tedious and repetitive tasks shouldn’t consume your valuable time. Caseware Financials redefines the way accountants prepare, review and deliver accurate financial statements. Say goodbye to guesswork, cumbersome documentation and the struggle to collect data.

Caseware Financials is our cloud-based app, designed to assist organisations and accounting firms in creating professionally formatted and accurate financial statements. With its compliance with UK GAAP, intuitive interface, automatic drafting and real-time collaboration, it’s the key to thriving in the modern accounting world.

2 min watch

Features

Automated financial statement drafting

Create accurate and professional reports in just a few clicks. With intelligent automation, enhanced data integration and carry forward capabilities, you can effortlessly draft, review and deliver financial statements. Model disclosures can be tailored to help comply with FRS 105, FRS 102 and FRS 102 Section 1a.

Comprehensive review tools

Our review tools are your trusted companions in the review process. Easily reconcile data, add review notes and follow built-in content guidance to ensure the quality and accuracy of your financial statements. Simplify collaboration, all within one centralised app.

Flexible customisation options

Modify financial statements, add or remove sections, embed supporting documents and adjust tables to meet your organisation’s specific requirements. Deliver reports that are not only accurate but also meet your unique needs.

Intelligent file build

Optimise your workflow through the tailoring checklist and provide a concise summary of key decisions made during the preparation process. Make it easier for internal teams to track and review the decisions made and ensure transparent reporting.

Real-time collaboration

Multiple users can work on the same document simultaneously from any location with an internet connection. Enhance teamwork, review files, collaborate with colleagues and identify issues with ease. Say hello to a more connected and productive team.

Benefits

Maximise your productivity

Maximise your productivity

Streamline your workflows with intelligent automation so you can focus on high-value tasks while the app handles the rest. Enjoy a more efficient and productive financial statement preparation process.
Precision at your fingertips

Precision at your fingertips

Our comprehensive review tools and cross-referencing features ensure the accuracy and integrity of your statements. Say goodbye to errors and omissions and have complete confidence in your reports.
Teamwork made effortless

Teamwork made effortless

With real-time collaboration, you can enhance the preparation process by working seamlessly with your team members and clients. Achieve excellence through teamwork.
Safeguard your data

Safeguard your data

Operate within a secure, robust cloud ecosystem designed to meet the highest security standards. Rest easy knowing your financial data is protected in today’s digital world.
Reports tailored to perfection

Reports tailored to perfection

Enjoy the flexibility to customise financial statements to match your organisation’s unique needs. Stand out with reports that reflect your brand identity.
Stay up-to-date with regulations

Stay up-to-date with regulations

With built-in guidelines and model disclosures, Caseware Financials helps you remain compliant with the latest statutory reporting regulations and standards.

Supporting components

Elevate your business to new heights of success with Caseware's cutting-edge apps for financial statement preparation.

These modern apps are designed to provide modern tech capabilities with local guidance to help you comply with regulatory standards, wherever you are.

  • FRS 105
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    Simplify compliance for corporations and accounting firms, ensuring accurate and efficient financial statements.

  • FRS 102
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    Empower your teams to collaborate more effectively and produce high-quality statements for entities in line with FRS 102 standards.

Get the most out of your Caseware Financials experience

Explore these powerful cloud features that can help bring financial statement preparation into the modern age.

  • Cloud Connector
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    Provide real-time data linkage between your engagement and Microsoft Excel to access trial balance data as well as engagement and firm properties.

Prepare, review and deliver accurate financials statements

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Caseware Cloud

Jun 12 2023

Product

Caseware Cloud

Modernise your practice with a flexible, secure platform built to meet the needs of future-focused accounting and audit organisations.

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One integrated platform that lets you work the way you want to

Moving to the cloud is becoming more than just a trend for accounting practices and functions across the globe. As work environments become more flexible, so does the way in which accounting practices operate. That’s why we developed Caseware Cloud — the one-stop, secure platform for accounting professionals for all engagement, analytics and practice management needs.

Caseware Cloud boasts of over 85 cloud applications and tools, along with seamless integration with other Caseware platforms like Caseware Working Papers and IDEA, as well as other external architectures.

Features

A powerful platform designed for easy connectivity and collaboration

Our next-gen cloud technology reimagines the concept of connectivity to your clients, stakeholders and team members. Access apps and documents on the go from any web-enabled device, and do so securely. In addition, leaders and project managers can use dashboards to display real-time information to deepen and accelerate decision-making.

Extensive library of engagement and practice management apps

Caseware Cloud offers numerous global and localised engagement applications, behind which is the powerful SE engine, helping you manage practice and service functions with greater agility. Automation, advanced analytics and intuitive user experience enhance efficiency and quality, boosting the value of your services and providing a competitive edge.

Engines and APIs that strengthen cloud-based insight and reports

Our cloud platform hosts various microservices (also called engines), including engagement app builders, data warehouses, authorisation and security, collaboration and more. These engines enable our in-house and regional app developers to build solid, purposeful apps that deliver exceptional user experiences and enriched insights. This helps you position your firm as a trusted advisor.

Data protection through strong permission controls

Firm admins can leverage built-in roles for easy access management or create permissions based on specific engagement needs. These permission controls are highly secure, with features on par with large banks and financial institutions.

Benefits

Enhance data security

Enhance data security

Protected by bank-level encryption to ensure your data is always secure, Caseware Cloud is ISO27001 and SOC 2® Type 1 and Type 2 certified. Data storage occurs in state-of-the-art data centers operated by Amazon Web Services. Rest assured, knowing all financial data is defended from natural disasters and the risk of lost/stolen information.
Collaborate in real time

Collaborate in real time

Use the intuitive, collaborative capabilities of a centralised location to boost efficiency and staff engagement. Sleek collaboration features streamline communication with clients and other stakeholders during engagements.
Amplify productivity and talent retention

Amplify productivity and talent retention

Attracting and retaining the right talent is a top challenge for accounting practices and functions. With the new generation entering the workforce, give your practice a competitive edge. Implement a new-age tech stack that reimagines their user experience and motivates them to stay upskilled easily.
Get transparent engagement management

Get transparent engagement management

Track and monitor every aspect of your engagements from one central location. Mobile accessibility allows you to manage, monitor and make course corrections quickly.
Eliminate downtime

Eliminate downtime

Caseware Cloud ensures all team members can work on the latest version at any given time, including automated access to the enhanced capabilities.
Realise cost efficiencies

Realise cost efficiencies

Reduce capital expenditures and deployment times by letting Caseware manage your infrastructure. Our platform allows you to scale as you grow.

Supporting tools

Make use of these advanced tools designed to drive success in the cloud

Explore these powerful cloud features that can help bring accounting and audit organisations into the modern age.

  • Cloud Connector
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    Provide real-time data linkage between your engagement and MS Excel to access trial balance data and engagement and firm properties. Insert the information in an MS Excel file, and if linked values or information changes in the engagement, it updates automatically.

  • CloudBridge
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    CloudBridge enables users to transfer data from Caseware Working Papers to a Cloud engagement. First, download the installation package to import data to a Cloud engagement. Then install the version of CloudBridge for your region.

  • Other APIs
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    See how other Application Programming Interfaces can help connect your practice to advanced capabilities.

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
    arrow_forward

    Using the power of Caseware cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.

  • Xtend
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    A client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests smoothly

  • Disclosure Checklist
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    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes.

Take a modern approach to managing your practice

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Corporation Tax – Practice

May 18 2023

Product

Corporation Tax

Enable your team to produce tax computations and CT600s faster with automation and integration.

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Filing tax has accelerated past the days of paper submissions – the future of tax is digital. Thrive in the digital world and efficiently manage your tax process with Caseware Corporation Tax.

Leverage capability and integration and automate the process of producing corporation tax computations and filing CT600. Enhance your efficiency at every stage of your tax process and calculate, analyse, produce, tag and submit online in one easy process.

Features

Integrated step by step guidance that increases accuracy and efficiency

Be up and running in minutes and use the built-in wizard with logical, easy-to-follow workflows enabling you to guarantee computations quickly, then check, analyse and adjust as necessary.

Full integration enables you to see the picture clearly

Our software works perfectly as a standalone product, but also integrates fully with our suite of products. Offering full integration saves you time by pre-populating fields for you and eliminates the need to import or export data from other sources.

Direct submissions to HMRC all in one place, through Caseware Cloud

Incorporating all the latest taxonomies and revised CT600 forms, our solution allows you to quickly and easily complete and submit an unlimited amount of tax returns directly to HMRC online

Benefits

Comply with confidence

Comply with confidence

We take care of the latest statutory guidance so you can have the peace of mind that accuracy and compliance are always guaranteed.
Work together - from anywhere

Work together – from anywhere

With our additional hybrid tools, staff in multiple locations can collaborate without the need for being in the same location.
Ensure consistency and efficiency

Ensure consistency and efficiency

Experience efficiencies with synchronisation between tax and accounting modules, giving you more time to focus on additional client work.

Supporting tools

Easy-to-use templates that simplifies the statutory reporting processes

Take advantage of carefully crafted templates developed by leading standards bodies designed to simplify the lives of accountants and auditors.

  • Accounts Production
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    Most year end accounts are too complex for paper-based, manual processes and require digital tools to automate the processes. With Caseware, you can quickly and efficiently produce your year end accounts across a wide range of entity types, no matter how complex your accounting is.

  • Caseware IDEA
    arrow_forward

    Data analytics is changing the game for audit, accounting and finance professionals worldwide. When analysing audit data — whether you’re detecting fraud or identifying anomalies, trends and patterns — you must have a solution that delivers high-quality results without fail.

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
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    Most audits have evolved past using manual processes. Now, digital tools are needed to enhance efficiency. Using the power of Caseware cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.

  • Disclosure Checklist
    arrow_forward

    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes.

Ramp up your engagements with cutting-edge capabilities

Tap into advanced features that allow your firm to manage files easily and communicate with clients and staff like never before

  • SmartSync
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    Provide everyone on your team with up-to-date changes to working papers, eliminating the need to manage synchronisation. Team members collaborate on local copies of a client file in real time, with each automated Working Papers file syncing in the background.

  • CloudBridge
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    CloudBridge is a powerful software tool enabling users to seamlessly transfer data from Caseware Working Papers to a cloud engagement.

Drive transformation with Caseware’s trusted and reliable products

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Caseware PBC

May 18 2023

Product

Caseware PBC

Improve client request management and enhance customer communications

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Communicate seamlessly and collaborate with clients in real time

More than 55 percent of accounting firms globally say their current client communication process is not very efficient, according to recent Caseware research. In an increasingly competitive world, it’s clear that traditional methods are not up to the task. Caseware PBC is a client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests smoothly. Running on Caseware Cloud, it streamlines workflows and facilitates information exchange from anywhere in the world.

Features

Centralised client requests makes for easy management

Sophisticated list management software offers a built-in client query system, ensuring security when sending, receiving and storing data. With it, your team can request information and documents, track client activity and exchange feedback seamlessly.

Customisable content capabilities for a tailored experience

Caseware PBC accounting software offers flexible, pre-built content that you can use as-is or customise to meet the requirements of your firm and the unique aspects of your engagements.

Request tracking helps staff stay on top of communications

Use the PBC tool to track the status of client requests. The system will automatically update at important points throughout the engagement. For example, the tool triggers automatic status updates when there’s an outstanding request or when the client responds.

Timed client requests

Your practice can effectively align client requests with the status of an engagement. This can be done by sending multiple, grouped requests at once, or responding to requests individually. The end result is increased efficiency and client satisfaction.

Benefits

Enhanced client communication

Enhanced client communication

Securely send signed letters and supporting documents to clients in a snap via the built-in query system. Not only will this save your team time, it will also improve client relations.
Platform integration

Platform integration

Work directly in an engagement file while building and sending information requests to clients. You can also retrieve and accept documents from any linked file.
Improved visibility

Improved visibility

Create transparency with real-time status updates and leverage built-in automation for enhanced status-tracking, thus improving client and data visibility.

Supporting tools

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
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    Caseware Cloud Audit enhances the creation of audits and encourages effective real-time collaboration between colleagues and clients. Engineered with Mercia’s methodology, Cloud Audit provides advanced audit automation, helping auditors ensure a tight control of accuracy and compliance.

  • Disclosure Checklist
    arrow_forward

    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes.

Easy-to-use templates that simplifies accounting and audit processes

Take advantage of carefully crafted templates developed by leading standards bodies designed to simplify the lives of accountants and auditors.

  • Corporation Tax
    arrow_forward

    Leverage capability and integration and automate the process of producing corporation tax computations and filing CT600. Enhance your efficiency at every stage of your tax process and calculate, analyse, produce, tag and submit online in one easy process.

  • Accounts Production
    arrow_forward

    Increase efficiency within your practice by up to 50% with our accounts production software. Allowing accountants to produce fully compliant financial statements across a wide range of entity types, regardless of how complex your accounting structure may be.

  • Caseware IDEA
    arrow_forward

    Data analytics is changing the game for audit, accounting and finance professionals worldwide. When analysing audit data — whether you’re detecting fraud or identifying anomalies, trends and patterns — you must have a solution that delivers high-quality results without fail.

Drive your highest level of client satisfaction with PBC

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Disclosure Checklist

May 18 2023

Product

Disclosure Checklist

Eradicate risks and errors from your accounts whilst ensuring a quality assurance process to your financial reporting.

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A streamlined process for seamless financial reporting

Desktop solutions are becoming a thing of the past, with accountants looking for efficient and proactive approaches to their work. Cloud-based solutions are becoming more popular than ever, reducing process times whilst increasing collaboration and efficiency within practices.

Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes. Powered by Mercia methodology, our solution saves time, raises efficiency and increases profitability whilst offering accountants an opportunity to provide an enhanced service to clients.

2 min watch

Features

Integrated methodology that ensures accuracy and compliance

Ensure a quality assurance process to your financial reporting. With Mercia’s methodology you can eradicate risks and errors whilst effortlessly creating financial statements. Dynamic checklists help you remain compliant with questions linked to the relevant regulations.

Roll-forward ability for effortless engagement production

Use the roll-forward feature to bring forward data from past years, referencing any previous risks and resolutions.

Intelligent tailoring checklist to mitigate mistakes

Remove the tedious and repetitive tasks once consuming your day job. The dynamic checklists have one click questions with comment boxes to determine what disclosure questions appear.

Benefits

Real-time collaboration

Real-time collaboration

Built on Caseware’s cloud platform, our disclosure checklist solution allows multiple users to access and work on files from anywhere, anytime.
Checklists available for multiple entity types

Checklists available for multiple entity types

All our checklists are held in one location, meaning there isn’t a requirement to start anew should an entity change size or the wrong checklist type is used.
Updates without fuss

Updates without fuss

Automatic updates help you keep up to date with the latest standards while reducing IT administration requirements.
Quick and efficient

Quick and efficient

One click responses clearly highlight the selected response to users, saving them time and increasing efficiency.
Reviewer tools

Reviewer tools

Featuring a number of reviewer tools to help reviewers checklist with accuracy and provide responses where required.
Work from anywhere, at any time

Work from anywhere, at any time

Cloud based software enables access the software from anywhere, at any time, allowing staff in multiple locations to collaborate.

Supporting tools

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
    arrow_forward

    Using the power of Caseware cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.

Easy-to-use templates that simplifies accounting and audit processes

Take advantage of carefully crafted templates developed by leading standards bodies designed to simplify the lives of accountants and auditors.

  • Accounts Production
    arrow_forward

    Experience the power of automation and increase your accuracy and efficiency with compliant statutory reporting. Simplify the production of your IFRS, FRS 101, 102 and 105 accounts.

Mitigate risks whilst ensuring a quality assurance process to your audit preparations

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Accounts Production – Practice

May 18 2023

Product

Accounts Production

Experience the power of automation and increase your accuracy and efficiency with compliant statutory reporting.

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Fast, accurate and compliant year end accounts

Most year end accounts are too complex for paper-based, manual processes and require digital tools to automate the processes. With Caseware, you can quickly and efficiently produce your year end accounts across a wide range of entity types, no matter how complex your accounting is. Automate the production of your IFRS, FRS 101, 102 and 105 accounts to enable your teams to take on additional client work.

Simplify your accounting across our specialist templates for academies, charities, pensions, LLPs, IFRS and group consolidations.

Features

Integrated step by step guidance that increases accuracy and efficiency

The in-built wizard lets you simply follow processes throughout the accounts production journey. Import your trial balance, bring in company details directly from Companies House and then tailor your accounts effortlessly.

Have confidence in your accounts with drilldown and analysis

Drilldown on any figure on the face of the accounts to automated lead schedules allowing you to add notations or supporting evidence such as spreadsheets and PDFs within a couple of clicks.

Enhanced control with customisation

Our customisation and notebuilding tools allow you to tailor your disclosures to include the exact level of detail that you specifically require, giving you full control over the accounts.

Full integration enables you to see the picture clearly

Our software works perfectly as a standalone product, but also integrates fully with our suite of products. Offering full integration saves you time by pre-populating fields for you and eliminates the need to import or export data from other sources.

Benefits

Boost staff efficiency and experience

Boost staff efficiency and experience

Automate your processes, reduce errors and enable staff to be more productive, thus saving your firm time, money and resources.
Full compliance

Full compliance

We take care of compliance so you can have the peace of mind that your accounts are compliant with the latest standards.
Work together - from anywhere

Work together – from anywhere

With our additional hybrid tools, staff in multiple locations can collaborate without the need for being in the same location.
Increase your reporting accuracy

Increase your reporting accuracy

With our cross referencing and annotation features, you can have the confidence in the accuracy and clarity of your accounts.
Easy review

Easy review

Improve review efficiency and easily annotate key areas for discussion, review the changes your team has recently made and verify your results.
Automated iXRBL tagging

Automated iXRBL tagging

Automate your iXBRL tagging to save a significant amount of time when producing multiple sets of accounts.

Supporting tools

Easy-to-use templates that simplifies accounting and audit processes

Take advantage of carefully crafted templates developed by leading standards bodies designed to simplify the lives of accountants and auditors.

  • Corporation Tax
    arrow_forward

    Leverage capability and integration and automate the process of producing corporation tax computations and filing CT600. Enhance your efficiency at every stage of your tax process and calculate, analyse, produce, tag and submit online in one easy process.

  • Caseware IDEA
    arrow_forward

    Caseware IDEA data analysis software seamlessly integrates with Caseware Working Papers and Caseware Cloud to offer a one-stop, easy-to-use solution for external auditors, accountants and data analysts.

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
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    Using the power of Caseware cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.

  • Xtend
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    A client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests smoothly

  • Disclosure Checklist
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    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes. Powered by Mercia methodology, our solution saves time, raises efficiency and increases profitability.

Modules that bridge that gap between on-premise and cloud based solutions

Tap into advanced features that allow your firm to be more efficient

  • SmartSync
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    Provide everyone on your team with up-to-date changes to working papers, eliminating the need to manage synchronisation. Team members collaborate on local copies of a client file in real time, with each automated Working Papers file syncing in the background.

  • CloudBridge
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    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes. Powered by Mercia methodology, our solution saves time, raises efficiency and increases profitability.

  • Caseware Connector
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    Easily access and retrieve a wide range of data, including trial balance data, engagement properties and firm properties, while seamlessly inserting it into a Microsoft Excel file.

Drive transformation with Caseware financial solutions

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Corporation Tax – Corporate

May 18 2023

Product

Corporation Tax

Enable your team to produce tax computations and CT600s faster with automation and integration.

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Fast, easy Corporation Tax software

Filing tax has accelerated past the days of paper submissions – the future of tax is digital. Thrive in the digital world and efficiently manage your tax process with Caseware Corporation Tax.

Leverage capability and integration and automate the process of producing corporation tax computations and filing CT600. Enhance your efficiency at every stage of your tax process and calculate, analyse, produce, tag and submit online in one easy process.

Features

Integrated step by step guidance that increases accuracy and efficiency

Be up and running in minutes and use the built-in wizard with logical, easy-to-follow workflows enabling you to guarantee computations quickly, then check, analyse and adjust as necessary.

Full integration enables you to see the picture clearly

Our software works perfectly as a standalone product, but also integrates fully with our suite of products. Offering full integration saves you time by pre-populating fields for you and eliminates the need to import or export data from other sources.

Direct submissions to HMRC all in one place, through Caseware Cloud

Incorporating all the latest taxonomies and revised CT600 forms, our solution allows you to quickly and easily complete and submit an unlimited amount of tax returns directly to HMRC online.

Benefits

Comply with confidence

Comply with confidence

We take care of the latest statutory guidance so you can have the peace of mind that accuracy and compliance are always guaranteed.
Work together - from anywhere

Work together – from anywhere

With our additional hybrid tools, staff in multiple locations can collaborate without the need for being in the same location.
Ensure consistency and efficiency

Ensure consistency and efficiency

Experience efficiencies with synchronisation between tax and accounting modules and focus on the financial operation of your business.

Supporting tools

Easy-to-use templates that simplifies accounting processes

Take advantage of carefully crafted templates developed by leading standards bodies designed to simplify the lives of finance professionals.

  • Working Papers
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    Work smarter and faster by improving audit and accounting engagement workflows with Caseware Working Papers.

  • Accounts Production
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    Increase efficiency within your practice by up to 50% with our accounts production software. Allowing accountants to produce fully compliant financial statements across a wide range of entity types, regardless of how complex your accounting structure may be.

  • Caseware IDEA
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    Caseware IDEA data analysis software seamlessly integrates with Caseware Working Papers and Caseware Cloud to offer a one-stop, easy-to-use solution for external auditors, accountants and data analysts.

Modules to help financial professionals be more efficient

Enhance platform capabilities with our intelligent tools

  • SmartSync
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    Provide everyone on your team with up-to-date changes to working papers, eliminating the need to manage synchronisation. Team members collaborate on local copies of a client file in real time, with each automated Working Papers file syncing in the background.

  • CloudBridge
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    Seamlessly transfer data from Caseware Working Papers to a cloud engagement. To import data to a cloud engagement, begin by downloading the installation package and install the version of CloudBridge for your region.

Drive transformation with Caseware’s trusted and reliable products

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