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Insights that power your next move
Browse our collection of resources to help you stay ahead.


Tell Clients the Story Behind the Numbers With Data Visualization
Learn how data visualization helps convey financial data in exciting new ways.

Best Practices for Improving Client Retention
Discover effective strategies for improving client retention.

Keep Your Practice Safe and Secure With Caseware Cloud
Learn how the platform helps combat cybercrime and safeguard clients’ private information.

Risk Assessment and Responses for Quality Management
Discover how to identify firm-specific risks and design effective, scalable responses.

Navigating the New Quality Management Standards
Find out what the new AICPA and PCAOB quality management standards mean for your firm.

Streamlining Audits with AI: Efficiency and Quality Gains
Discover how AI can transform the audit in a safe and ethical way in this on-demand recording featuring Caseware’s VP, Head of Analytics & AI, Danielle Supkis Cheek.

An Executive View: 2024 Accounting Trends
Join Caseware CEO David Osborne and special guest Jim Bourke from Withum as they discuss some of the hottest accounting and audit industry trends in the latest installment of An Executive View.

A Guide to Prompt Writing for Generative AI in Audit and Assurance
Driving accuracy and efficiency with structured AI prompts.

Playbook for Audit Transformation: How Leading Firms Are Replacing Legacy Systems with Confidence
A process-driven approach to delivering change, empowering people and driving client impact.

Adopting Modern Audit Technology
Tips and tricks from leading firms

An AI Guide for Accounting Firms: Efficiency, Compliance and Ethics
How to incorporate Gen AI into your practice responsibly

Caseware Leader Celebrated in 2025 Accounting Today Influencer List

CPA.com and Caseware Launch Dynamic Solution for Preparation, Compilation and Review Engagements

Barry Melancon, Former CEO of AICPA, Joins Caseware as Chair of Global Advisory Board
