Working Papers

A flexible and intuitive platform for managing accounting and audit working papers

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Deliver high-quality engagements with seamless integrations

Caseware Working Papers is a flexible engagement management platform that integrates everything you need to conduct accurate assurance and reporting engagements. It provides a one-stop location for your data.

Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents. You can significantly decrease manual effort associated with an audit while improving the transparency, consistency and quality of your team’s work.


Seamless data imports and exports to document management systems

Import trial balance or general ledger details from over 60 accounting packages and applications like Word, Excel, PDF, ERPs and other electronic formats. With smart integrations, the engagement data is easily exported to tax packages and other document management systems.

Powerful document management platform for added efficiency

Access a comprehensive working paper management system with a wide range of capabilities for delivering efficient accounting services. Gain full visibility for all compliance and engagement workflows, allowing all authorised users to see documents regardless of their location.

Roll forward for embedded continuity from one year to the next

Maximise your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes your existing file and rolls forward identified information to the next year.

Boost information sharing with centralised and accessible data

Enhance engagement transparency and easily address questions that arise by retaining all engagement information and supporting materials in one conveniently accessible location.


Create next-generation reporting

Create next-generation reporting

Our purpose-built accounting software turns any documents, including financial statements, into a cost-effective report, immediately ready for client, stakeholder or external accountant review. Even PDF versions can be easily shared.
Enhance client communication

Enhance client communication

Quickly and securely send clients signed letters and supporting documents using the built-in query system. By easily managing client requests and aligning them with engagement status, you can respond individually or collectively.
Depend on data to minimise risk

Depend on data to minimise risk

Integration with Caseware IDEA brings analytics directly into your workflows and minimises the risk of error or data inconsistency. This allows you to provide valuable insights to your clients and ensure their continued business.
Work together effectively

Work together effectively

Activating the SmartSync module in Caseware Working Papers allows team members to collaborate efficiently on the same engagement file. This benefit is possible even from different locations, eliminating the hassles of version control.
Customise firm processes

Customise firm processes

Build intelligent documents, including financial statements, reports and work programs, based on your specific project needs or business requirements. Use the CaseView module within Working Papers to support smoother firm-wide adoption.

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.

  • Accounts Production

    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.

  • 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.

  • Caseware IDEA

    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

    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

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

  • Xtend

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

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

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

  • SmartAnalyzer

    Caseware IDEA license holders can use this module to run more than 80 guided, risk-based analytical tests. You can do this on general ledgers and subledgers, easily issuing identify exceptions.

  • CloudBridge

    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.

  • Caseware Connector

    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.

Find the answers you need

Can I directly upgrade from an older version of Working Papers to the latest version? And if I do, will my files convert?


Yes, you can upgrade to the latest version without installing the versions in between. Caseware only guarantees a successful conversion between subsequent versions when converting your files. It is possible to restore older files to the latest version directly, but we encourage you to create a backup before attempting to do so.

Is Working Papers financial accounting software offered in 32-bit?


Current versions of Working Papers are available exclusively in 64-bit. Any 32-bit version is no longer supported.

Take a modern approach to managing working papers