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Experience new levels of productivity and efficiency with Caseware Cloud

Gain real-time intelligent insight and analytics about your clients and your practice anywhere, on any device, with Canada’s leading cloud-based audit and accounting software solutions.

Enhanced Client Communication

Protected by bank-level encryption ensuring your data is always secure
ISO27001 and SOC 2® Type 1 and Type 2 certified
Data is stored in state-of-the-art data center operated by Amazon Web Services
Cloud accounting protects financial data against natural disasters
Centralized cloud solution reduces the potential for lost or stolen information

Greater Team Collaboration

Central file location enables staff, clients and stakeholders to easily collaborate
Team members can work simultaneously on the same Working Papers file
With a centralized cloud solution, data is always up-to-date
When working offline, data automatically syncs when you reconnect
Cloud platform makes it easy to share status reports and work in real-time

Work From Wherever, Whenever

Access tools and documents for engagements on any internet-enabled device
Next-gen cloud technology secures file access for on-the-go work
Our easy-to-use practice management solutions promotes a mobile workforce
With our cloud platform, you’re always connected to your clients and their data
Dashboards display real-time information providing better business decision-making

Flexible cloud accounting features that scale with your business

Simplified Client Portal

Facilitate collaboration with clients through our full client portal functionality with easy file sharing, custom dashboards and status reporting all on one secure, central location.

Complete File Management

Obtain a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams.

Integrated Time and Billing

Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files.

Intuitive Collaboration

Collaborating in the cloud means staff are able to simultaneously work on the same client file and facilitate review and sign-offs from anywhere, on one centralized platform.

Transparent Engagement Management

Track and monitor every aspect of your engagements from one central location — with easy access from anywhere so you can make course corrections quickly.

Strong Permission Protocols

Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks and financial institutions.

Explore What's New

Ready to see Caseware Cloud's innovative web-based tools in action?

Watch a product demo, below!

Watch the Desktop Hybrid Integrated Solutions recorded webinar

Ready to obtain a demo of Caseware Cloud? Kindly complete the form below and a Caseware representative will be in touch with you.

Behind the OnPoint A&A Suite

The partnership between the AICPA, CPA.com and CaseWare leverages the strengths of each organization:

The AICPA works to transform the methodology, leveraging a distributed team of auditing professionals and technology experts to guide the effort.
CPA.com creates awareness, educates and enables firms on how this journey will work for them, as each firm’s path may be different from the next
Caseware provides the foundational cloud platform and ecosystem upon which these unique solutions will flourish

Solutions

Cloud Products