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 Xtend 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.


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 Xtend 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 Caseware Xtend 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.


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

    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

    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

    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

    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

    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 Xtend