Tax

Build a forward-looking tax practice with automated, efficient workflows backed by expert guidance
Tax service issues rank as a huge source of professional liability insurance claims against small and mid-sized firms. Often, these issues come from errors related to a lack of expertise, manual preparation and client evidence documentation. Caseware’s tax solution merges modern tech with high-quality, comprehensive accounting software offerings to help your practice mitigate tax risks, maintain an audit trail and collaborate with clients.
Explore all Tax products
Caseware Cloud
arrow_forwardNext-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices.
Working Papers
arrow_forwardLeading platform globally for managing audit, accounting and tax working papers.
IDEA
arrow_forwardComprehensive data analytics platform designed for audit, accounting and tax functions, reducing risks and enabling informed decision-making.
Accomplish
arrow_forwardCloud-based app for centralized workload tracking and management across all Caseware engagements.
PBC
arrow_forwardCloud-based app for client collaboration that enables engagement teams to communicate securely and manage requests in a central location.
Sherlock
arrow_forwardCloud-based app for accounting practice intelligence that effortlessly transforms Caseware engagement data into actionable insights through powerful visualizations.
Extractly
arrow_forwardExcel add-in that helps you quickly pull financial data from PDFs and images into Excel. It scans your documents and automatically finds and matches key financial information to the cells you select, making data extraction faster and more accurate.