Your specialized engagements,
structured your way
structured your way
Many engagements fall outside standard audits and reviews but still require structure, control and accountability. Caseware gives teams the flexibility to configure workflows your way within a structured environment for documents and collaboration.
What firms achieve with Caseware
Deliver specialized engagements
Manage engagements using structured workflows designed for flexibility rather than one-size-fits-all methodologies.
Reduce use of fragmented tools
Apply repeatable structure, documentation and reporting to engagements that are often handled ad hoc or outside core systems.
Maintain control and visibility
Track progress, manage documentation and preserve a clear audit trail across customized engagements.
Expand service offerings
Support new and evolving engagement types without introducing rigid methodologies or new systems.
Full scope of assurance work
Flexible workflows and document management for work that does not fit traditional engagement models.
Configure engagement workflows and metholodogy to match the scope, procedures and deliverables required. Caseware allows teams to tailor processes and templates without heavy configuration or technical effort.
- Configurable workflows and templates
- Engagement tracking by phase
- Task and issue management
- Adaptable to scope
Engagements that rely heavily on document collection, analysis and review are centralized in Caseware. Version control and task tracking capabilities reduce errors and improve efficiency.
- Centralized document management
- Task and status tracking
- Version history
- Controlled collaboration
Enable real-time collaboration with teams and clients while maintaining visibility and control. Review tools, status tracking and audit trails help ensure quality and accountability throughout the engagement lifecycle.
- Real-time collaboration
- Review and sign-off tools
- Engagement status visibility
- Clear audit trail
Pre-built engagement templates for commonly requested services, allowing teams to start with proven structures rather than building from scratch.
(available in selected regions)
- Agreed-Upon Procedures
- ESG and sustainability assurance engagements
- Other structured engagements
- Fast engagement setup
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