Transform Your Practice With A Hybrid Suite Of Intelligent Solutions
A Modern End-To-End Accounting Platform For Auditors And Accounting Firms
To build a successful practice, it’s vital that accountants have access to tools and solutions that enhance efficiency, visibility, and most importantly, the client experience. With Caseware Essentials Suite’s hybrid approach, accounting firms and CPAs are able to manage and track engagements, securely communicate with clients, and collaborate with colleagues, all in real-time. Start thriving in today’s digital world and transform your accounting practice processes with Caseware Essentials Suite.
Manage Engagement Workflows With Our Integrated Accounting Software & Solutions
Caseware Working Papers combines everything you need to effectively conduct assurance and reporting engagements. With features like intelligent reporting, powerful and flexible document management, roll-forward capabilities and real-time collaboration, this one-stop location for your data is purpose-built to enable your business to work smarter and faster.
For auditors and accounting firms with a significantly mobile workforce, this intelligent cloud accounting software empowers team members to collaborate more effectively and and provide more visibility into engagement process and deadlines. Whether you’re working on a client file, managing your practice, or reviewing engagement documents and processes, our fully cloud-compatible platform enables you to collaborate in real time, wherever, whenever.
Powered by the Caseware Cloud platform, OnPoint Collaborate fosters more effective and secure collaboration. By standardizing how firms manage PBC documents and requests, OnPoint Collaborate enables CPAs to communicate with clients efficiently in real-time on a single, centralized and easily accessible location. Promote greater and more efficient collaboration with OnPoint Collaborate today.
Enhance the efficiency of your team’s productivity and build confidence in the work being done. A highly intelligent workflow management application, Caseware Accomplish assures visibility into the status of all engagements, reducing the risk of inconsistent information and allowing for more effective ways of working.
A powerful bolt-on tool for Working Papers, Caseware SmartSync enables smarter collaboration with colleagues in real time. Giving accountants and auditors the ability to synchronize and update their work via Caseware Cloud, reduces the chances of inconsistent work or needed rework.
Note: Caseware SmartSync is an integration to Caseware Working Papers.
A key integration add-on to your Working Papers file, Caseware Connector integrates with Microsoft Word & Excel to automatically update all files from your Caseware package. With automatic data linkage updates, your team will always be working on the latest figures, even in your MS Office documents.
Note: Caseware Connector is an integration add-on for Microsoft Word and Excel. It cannot be purchased separately.
Caseware Essentials Suite Benefits
Intelligent Engagement Tracking
Easily manage and track your engagements in real time with the library of powerful audit and accounting products in Essentials Suite. Our advanced working papers management system ensures enhanced engagement transparency and full visibility for all your engagement workflows.
Sophisticated Data Encryption
Next-generation cloud technology ensures all data and client communications are securely sent, tracked and received. Tools and documents for engagements are accessible from a secure, central file location, providing peace of mind.
Real-Time Collaboration
Our hybrid accounting solution lets you seamlessly collaborate in real-time with clients and colleagues. With this cloud-capable document management system, team members can work simultaneously on the same Working Papers file. That makes for more efficient reviews and sign-offs from any internet-enabled device.
Transparent Engagement Management
Our hybrid accounting solution lets you seamlessly collaborate in real-time with clients and colleagues. With this cloud-capable document management system, team members can work simultaneously on the same Working Papers file. That makes for more efficient reviews and sign-offs from any internet-enabled device.
Integrated Collaboration Tools
Boost your team’s productivity with industry-leading tools that automate the most manual, time-consuming processes. Remote functionality lets staff work offsite while still collaborating with clients on the same documents within the engagement file.
Improved Client Satisfaction
Leverage the innovative features of our modern accounting and audit hybrid platform to build intelligent documents and engagement files and deliver better client experiences. Seamless collaboration and convenient dashboards provides added convenience for your clients.
Insights That Keep You Ahead Of Change
Blog Post
If there’s anything we’ve learned from the unfortunate arrival of COVID-19, it’s that businesses need to thrive remotely if they want to survive. Learn how best to pandemic-proof your practice with our hybrid cloud solution today.
White Paper
The accounting industry is rapidly evolving to adopt digital technology to meet shifting client expectations. See why accounting firms are embracing cloud technology for more efficient workflows and improved client experience.
Blog Post
Over the past 50 years in particular, advances in computers and software have changed the face of accounting and auditing by automating many menial tasks. To fully understand and appreciate how today’s models are impacting the profession, here’s a quick history of accounting software.