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!
Watch the Desktop Hybrid Integrated Solutions recorded webinar
Ready to obtain a free trial of CaseWare Working Papers? Kindly complete the form below and a CaseWare representative will be in touch with you.