Caseware resource center
The Caseware resource center is your go-to destination for expert insights and practical guidance tailored to modern audit and accounting work. Explore technical resources, industry perspectives and product content designed to help you work smarter and stay ahead of change.
Featured resources
Blog
How AI-Powered Automation Strengthens Audit Confidence
Automation brings consistency, speed and reliability to every financial statement review.
October 28, 2025
Learn More
Blog
Slash Your Financial Statement Review Times: The Smarter Way to Finalize Financials
Why leading firms are rethinking the “last mile” of the audit.
October 28, 2025
Learn More
Blog
Scaling Without Burnout: How Automation Helps Firms Handle Growing Demands
Empower your audit team to work smarter with AI-driven transaction testing in Excel.
October 13, 2025
Learn More
Explore all resources
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Blog
Most Commonly Stolen Types of Data
How to protect passwords, personal information and trade secrets.
September 14, 2023
No items found.
Learn More
Blog
Accountants Play Big Role in Organizations’ ESG Efforts
Accountants can provide valuable services to their clients as ESG grows in importance.
August 15, 2023
No items found.
Learn More
Blog
See What’s in Store in 2024 for Accounting Firms
Get key insights and ensure your practice is prepared for the year ahead.
February 8, 2024
No items found.
Learn More
Blog
Diversity, Equity and Inclusion (DEI) Grows Stronger in Accounting
September 13, 2022
No items found.
Learn More
Blog
4 Factors Driving the Growth of Client Advisory Services in Accounting
Discover the key factors that are advancing CAS in accounting.
June 13, 2024
No items found.
Learn More
Blog
How To Manage Costs in a Growing Business
Experiencing growth in your business is exciting, but managing costs can be daunting. Keeping accurate records and using digital tools can help you to manage costs and create sustainable growth for your business.
July 26, 2023
No items found.
Learn More
Blog
Effective Data Analytics Starts With an Effective Data Strategy
The right initial plan can help your organization begin employing analytics effectively.
March 26, 2024
No items found.
Learn More
Blog
Internal vs. External Auditing
Explore the different types of internal and external audits, each of which has a distinct focus.
July 27, 2023
No items found.
Learn More
Blog
Accounting in the Cloud: Strategies, Benefits and Tools
Transform your processes with cloud accounting. Discover how cloud-based software can enhance your efficiency and help you collaborate in real time.
March 15, 2024
No items found.
Learn More
Blog
From Rigid to Dynamic: Rethinking the Audit Workflow in the Age of AI and Data
Discover how AI, automation and data-driven tools are revolutionizing audits.
August 12, 2025
No items found.
Learn More
Jardim & Marotta
See how one firm maintains the same number of EBP engagements it handles each year with fewer staff.
October 31, 2023
Audit & Assurance
Learn More
GRF CPAs & Advisors
Hear why GRF CPAs & Advisors is adopting the OnPoint Suite of products to deliver efficient, high-quality audits.
December 10, 2024
Audit & Assurance
Learn More
JMM CPA
Since adopting Caseware for their EBP audits, the JMM team is able to collaborate more easily with both colleagues and clients.
April 18, 2023
Audit & Assurance
Learn More
Aronson LLC
Adopting Caseware Cloud allowed the firm to store files in a more structured format and apply consistent naming conventions.
May 7, 2023
No items found.
Learn More
BHP Chartered Accountants
This U.K.-based firm needed a cloud-based audit solution with a modern interface. See how Caseware delivered.
May 7, 2023
Audit & Assurance
Learn More
SB Partners
With Caseware, the firm now works more efficiently on engagement files and can easily roll client data over from one year into another.
May 18, 2023
No items found.
Learn More
Cassell Plan Audits
U.S. firm uses OnPoint EBP for focused, high-quality EBP audits.
October 30, 2023
Audit & Assurance
Learn More
KNAV CPA LLP
Accomplished accounting firm reduces amount of manual effort in its EBP audit processes and gains greater efficiency.
April 26, 2024
Audit & Assurance
Learn More
Boulay
Minnesota firm moves its engagement files to the cloud and gains improved security, operational flexibility and scalability.
June 12, 2024
Audit & Assurance
Learn More
Citrin Cooperman
See how Citrin Cooperman is using OnPoint DAS, with its intuitive, guided methodology, to attract and retain top accounting talent.
December 10, 2024
Audit & Assurance
Learn More
Baker Tilly
Find out how Baker Tilly streamlined its Employee Benefit Plan audits by switching to the OnPoint EBP solution.
December 10, 2024
Audit & Assurance
Learn More
Auditeo
Audit firm cuts transaction testing time by over 50% with Caseware Extractly and Validate.
June 27, 2025
Audit & Assurance
Learn More
From Hours to Minutes: How Synectic Automated Substantive Testing and Financial Statement Reviews with Caseware
Firm improves audit speed and accuracy by streamlining manual processes with automation tools.
August 1, 2025
Audit & Assurance
Learn More
Inside the Decision: Why Miller Cooper Chose DAS
Unlocking efficiency with a scalable cloud audit platform.
August 6, 2025
Audit & Assurance
Learn More
How The Bonadio Group Transformed EBP Audits at Scale
OnPoint EBP replaced manual systems with modern, consistent workflows.
August 6, 2025
Audit & Assurance
Learn More
Beyond Time Tracking: How Novogradac is Advancing Practice Intelligence with Caseware Sherlock
Firm plans to turn audit data into strategic process improvements.
August 7, 2025
Audit & Assurance
Learn More
Events & Webinars
Cloud Technology Adoption – From Challenge to Success
Learn how to successfully use cloud technologies in your practice in this on-demand recording with early cloud adopter Azunna Anyanwu, CIO at Aprio LLP.
August 21, 2023
Learn More
Events & Webinars
State of Accounting Firms: Key Trends & Opportunities for 2023
Learn more about the key accounting trends, insights and predictions shaping the year ahead in this on-demand recording.
August 21, 2023
Learn More
Events & Webinars
State of Internal Audit: Top Trends & Insights for 2023
Develop a deeper understanding of the key trends, insights and predictions for the year ahead by watching this on-demand recording.
August 21, 2023
Learn More
Events & Webinars
State of Internal Audit: Key Trends & Opportunities for 2024
Don’t miss this opportunity to discover how the internal audit profession is evolving in 2024 and how your organization can take advantage of the latest trends.
February 6, 2024
Learn More
Events & Webinars
State of Accounting Firms: New Directions & Key Trends for 2024
Here’s your chance to discover the key trends affecting the world of accounting in 2024 and how your firm can capitalize on them.
February 9, 2024
Learn More
Events & Webinars
Don’t Get Squeezed by the Talent Crunch: Strategies for Internal Audit
Find out how to attract and retain top talent in this on-demand recording featuring Dr. Deniz Appelbaum, Assistant Professor at Montclair State University and Jeff Sorensen, Industry Strategist with Caseware.
August 21, 2023
Learn More
Events & Webinars
New Age Talent Management for Accounting Firms
Discover how you can improve your talent hiring and retention in engaging on-demand recording featuring Kelly Mann, CEO and Co-Founder of AuditMiner and Natasha Menon, Senior Product Operations Manager with Caseware.
August 21, 2023
Learn More
Events & Webinars
Gain New Insights with AI-powered Analytics
Learn how AI in audit and accounting actually works and in what ways firms and the profession can benefit from it.
April 29, 2024
Learn More
Events & Webinars
Standardization: The Stepping Stone to a Streamlined Accounting Practice
Find out how standardizing your rules, guidelines and processes can help transform your team into trusted advisors in this on-demand recording.
June 20, 2024
Learn More
Events & Webinars
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.
June 25, 2024
Learn More
Events & Webinars
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.
July 22, 2024
Learn More
Events & Webinars
Navigating the New Quality Management Standards
Find out what the new AICPA and PCAOB quality management standards mean for your firm.
April 25, 2025
Learn More
eBooks & White Papers
The 3 Cs of Successful Audit Transformations
Worries about audit transformation are unnecessary, thanks to three key factors that can guide your process.
November 18, 2022
Learn More
eBooks & White Papers
5 BIG Benefits Cloud Can Bring to Your Accounting Practice
Like most forward-thinking professionals, accountants and auditors want to work as efficiently and effectively as possible. And having the best tools in place can help them do so.
April 21, 2023
Learn More
eBooks & White Papers
The Need for Modernizing Your Quality Management System
Comply with ISQM 1 with a solution that improves your quality process.
April 21, 2023
Learn More
eBooks & White Papers
4 Ways Practice Intelligence Can Benefit Your Accounting Firm
Uncover the advantages of advanced analytics and data visualizations.
April 26, 2023
Learn More
eBooks & White Papers
2023 State of Internal Audit Trends Report
Teams accelerated their technology adoption to adapt to the reality of remote work.
May 4, 2023
Learn More
eBooks & White Papers
The Benefits of Moving Your Accounting Practice to the Cloud
Cloud computing is key to the future of accounting and audit.
May 4, 2023
Learn More
eBooks & White Papers
2023 State of Accounting Firms Trends Report
Data analytics, business intelligence and cloud are transforming how accountants communicate and collaborate.
May 8, 2023
Learn More
eBooks & White Papers
Your Guide to Using Analytics Software in Audit and Accounting
See the many ways analytics can help auditors and accountants.
July 12, 2023
Learn More
eBooks & White Papers
Cloud Security: Iron-clad Protection for Modern Accounting Firms
Discover why cloud is the most secure computing environment available.
September 13, 2023
Learn More
eBooks & White Papers
Change Management in Accounting and Auditing
Learn how change management principles can guide your firm into the future.
September 25, 2023
Learn More
eBooks & White Papers
2024 State of Accounting Firms Trends Report
Read this comprehensive report to discover the latest trends that will shape the future of accounting firms in 2024 and beyond
February 7, 2024
Learn More
eBooks & White Papers
2024 State of Internal Audit Trends Report
Internal auditors are adopting more digital technologies and analytics into their work – learn about these and other trends
February 7, 2024
Learn More
eBooks & White Papers
Transforming Global Statutory Reporting for the Digital Age
Discover how cloud-based GSR solutions can help organizations save time and reduce risk.
April 11, 2024
Learn More
eBooks & White Papers
5 Advantages of Modern EBP Audit Software
Find out how intelligent EBP technology solutions are saving firms time and improving audit quality.
April 12, 2024
Learn More
eBooks & White Papers
Your Comprehensive Guide to Improving Audit Quality
Learn the key factors impacting financial audits and how organizations can ensure high standards are met.
May 30, 2024
Learn More
eBooks & White Papers
ESG Reporting: Challenges and Opportunities for Accountants and Auditors
Discover how ESG reporting is creating new opportunities for accountants and their firms.
July 19, 2024
Learn More
eBooks & White Papers
Five Essential Considerations for a Future-Proof Audit Solution
Find out what features you need in a modern audit engagement solution.
December 3, 2024
Learn More
eBooks & White Papers
The Growth of AI in Corporate Financial Processes and its Implications for Accounting Firms
Firms may need to incorporate new technologies into their engagements.
February 13, 2025
Learn More
eBooks & White Papers
An AI Guide for Accounting Firms: Efficiency, Compliance and Ethics
How to incorporate Gen AI into your practice responsibly
March 20, 2025
Learn More
eBooks & White Papers
Adopting Modern Audit Technology
Tips and tricks from leading firms
July 21, 2025
Learn More
News
Caseware International Acquires Longstanding Distributor in Australia & New Zealand
May 3, 2023
Learn More
News
From traditional to tech-savvy – accounting firms plan increased technology investment over next two years
February 7, 2024
Learn More
News
Danielle Supkis Cheek Recognized as one of the 2024 ‘25 Most Powerful Women in Accounting’ by AICPA & CPA Practice Advisor
June 7, 2024
Learn More
News
CPA.com and Caseware International Inc. Announce Preparation, Compilation and Review Solution for CPA Firms
December 5, 2017
Learn More
News
CPA.com and Caseware Launch Dynamic Solution for Preparation, Compilation and Review Engagements
June 11, 2018
Learn More
News
Boring No More: Accountants, Auditors See Themselves as Creative, Curious and Adventurous, Study Shows
May 18, 2022
Learn More
News
Caseware International Acquires Its Longstanding Distributor in the Netherlands
May 25, 2022
Learn More
News
Caseware Expands Global Footprint with the Acquisition of its Strategic Partner and Software Distributor Audicon
September 23, 2022
Learn More
News
Number Crunch: Nine in 10 Accountants, Auditors Struggle to Find Talent, Global Caseware Surveys Reveal
February 21, 2023
Learn More
News
Caseware, AICPA and CPA.com Substantially Expand Scope of OnPoint EBP Audit Engagement Solution
May 8, 2023
Learn More
News
Caseware International to sponsor PGA TOUR Golfers Andrew Putnam and Adam Schenk
June 15, 2023
Learn More
News
The future of ESG reporting: Caseware launches first ESG reporting app
September 18, 2023
Learn More
News
Caseware Welcomes Danielle Supkis Cheek as Vice President, Head of Analytics and AI
February 21, 2024
Learn More
News
Caseware Launches Cloud-Based Financial Reporting Solution: Caseware Financials
May 13, 2024
Learn More
News
Caseware Introduces AiDA: The AI-Powered Digital Assistant Changing the Face of Accounting and Audit
May 28, 2024
Learn More
News
Xero announces new partnership with audit and accounting platform, Caseware
August 16, 2024
Learn More
News
CPAClub™ and Caseware™ Partner to Elevate Audit Quality for Progressive Accounting Firms
August 21, 2024
Learn More
News
Caseware Partners with Validis to Deliver Powerful Data Ingestion Tools to Audit Firms
November 19, 2024
Learn More
News
Caseware AiDA and DAS Recognized in Accounting Today’s 2025 Top New Products List
February 7, 2025
Learn More
News
Caseware AiDA™ Achieves Positive Evaluation of AI Risk Assurance Safety Protocols from Holistic AI Governance Platform
February 11, 2025
Learn More
News
Barry Melancon, Former CEO of AICPA, Joins Caseware as Chair of Global Advisory Board
April 8, 2025
Learn More
News
Caseware Launches Cloud Audit – A Next-Generation Solution for Singapore’s Audit Professionals
July 2, 2025
Learn More
News
Caseware Announces Strategic Leadership Expansion to Further Accelerate Innovation, Growth and Customer Success
August 17, 2025
Learn More
News
Caseware Sweeps Industry Awards: Leading with Innovation, Vision and Talent
September 9, 2025
Learn More
News
Caseware Netherlands Launches SCOPE+: a Cloud Solution that Transforms Special Engagements Beyond Audit, Review and Compilation
October 9, 2025
Learn More
News
Caseware Unveils Market-Leading Group Audit and Analytics Capabilities at CwX UK
October 13, 2025
Learn More
