Work smarter and faster with Caseware Working Papers
Improve audit and accounting engagement workflows with the industry’s leading accounting working papers software. Intelligent reporting, real-time collaboration and better quality control in an all-in-one central platform.
Enhanced Client Communication
- Easily manage and track requests and files for clients
- Align client requests with engagement status
- Securely communicate with clients, in real time, in one location
- Enhanced engagement transparency
- Audit, review and compilation process achieved entirely on-screen
Powerful Document Management Platform
- Efficient working paper management system
- Full visibility for all your clients' compliance and engagement workflows
- All authorized users can view the same documents regardless of location
- Ensures data consistency and reduces errors
- Collaboration is realized in real-time
Next-Generation Financial Reporting
- Our purpose-built accounting software turns any document, including financial statements, into a cost-effective, client-ready report
- Automatically links to your client data
- With a single-click, create PDF versions of these documents to share with your clients
- Offers a wide range of options to automate customized roll-forwards
- Uses “smart technology” to automate formatting, rounding, diagnostics, and more
Innovative features that power our accounting and audit working papers
Leverage SmartSync™ technology to enable different team members to collaborate in real-time on the same working paper file without ever needing to manage synchronization.
Use CaseView to build intelligent documents, including financial statements, reports and work programs based on your specific project needs or business requirements.
Straightforward Document Management
Link source documents and materials to reported information to provide easy and transparent reference and support documentation all in one central platform.
Seamless Importing and Exporting
Import trial balance or general ledger details from over 60 accounting packages, Excel and ASCII, and export to tax packages and document management systems.
Integrated Oversight and Approvals
Create, assign and track issues and review notes, monitor to-do lists, and easily manage review and approval of completed activities using up to eight sign-offs.
Roll Forward Files
Gain efficiency by leveraging Working Papers’ roll-forward capability, which takes your existing file and rolls forward identified information to the next year.
Interested in seeing how Caseware Working Papers can power your engagements?
View a product overview, below!