Deliver consistent, high-quality audits your clients rely on
Built to support your firm as clients grow more complex, engagements expand and expectations rise.
The Caseware difference your clients will notice
Centralized platform
Audit, compilations, financial reporting and tax done from a single platform, removing the need to hop back and forth from different tools.
AI designed for audit and assurance
AI tools embedded within engagements to streamline manual tasks, surface risks sooner and enable more judgment-driven work.
Security and compliance you can trust
Security is built into every layer of the Caseware platform, protecting your data with enterprise-grade controls and compliance.
Integrate your tech stack
Seamlessly integrate with the tools your firm already uses, with pre-built integrations and powerful APIs for custom workflows.
Solutions designed for every practice area
Comprehensive tools to support your firm across audit, assurance and compliance engagements.
Comprehensive audit solutions from planning through completion with risk-focused workflows and real-time collaboration.
- Adaptive planning setup
- Risks linked to procedures
- One shared engagement file
- Clear, defensible audit trails
Streamline financial statement preparation, reviews and compilations with automated data flow and professional templates.
- Trial balance–driven statement generation
- Dynamic disclosures and validations
- Controlled review and filing-ready output
Optimize firm operations with integrated time tracking, billing and client management tools.
- Real-time visibility across engagements
- Centralized firm and client metrics
- Benchmarking and risk insight
- Custom dashboards and BI integration
Ensure consistent quality across all engagements with built-in review processes and compliance monitoring.
- Design quality objectives, risks and responses
- Standards-mapped workflows for ISQM and QC 1000
- Ongoing monitoring and evaluation
- Evidence-ready documentation and audit trail
