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CaseWare International

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56 reviews
  • 3 profiles
  • 5 categories
Average star rating
3.9
Serving customers since
1988
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Working Papers

30 reviews

CaseWare Working Papers provides a one-stop location for your engagement data – which allows for real-time collaboration, direct scanning, online review, efficient cleanup, sophisticated lockdown and advanced roll-forward. It lets you: ● Collaborate in real time using the built-in SmartSync technology ● Build intelligent documents, including financial statements, reports and work programs based on your project needs ● Seamlessly import trial balance or general ledger details from over 60 accounting packages, Excel and ASCII, and export to tax packages and document management systems - all in just a few clicks ● Take advantage of customized engagement templates, comprehensive document management and integrated tracking, review and approvals features ● Gain efficiency by leveraging our roll-forward capability, which takes an existing file and smoothly rolls forward identified information to the next year ● Integrate seamlessly with CaseWare Cloud for added functionality to operate anytime, anywhere with only an internet connection

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CaseWare IDEA

25 reviews

With the latest version of CaseWare IDEA, you can take your audit analytics experience to the next level. The industry-leading solution lets you: ● Seamlessly import data from almost any source ● Deliver key insights using 100+ ad hoc functions, including Benford’s Law, Advanced Fuzzy Duplicate and Gap Detection ● Accelerate analysis with advanced analytic functionalities like smart audit apps and powerful, innovative plugins that leverage cutting-edge technologies like Python, AI, Machine Learning and more ● Automate manual, repetitive testing using Task Scheduler and focus your time on what matters most ● Visually pinpoint patterns, trends and outliers using interactive dashboards and export the results easily to engagements or third-party applications ● Analyze all data with total confidence using read-only access to source data ● Enjoy year-round training and technical support

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CaseWare Cloud

3 reviews

Modernize your practice with Caseware Cloud, a flexible, secure cloud-based platform built to meet the needs of future-focused audit and accounting functions. Caseware Cloud boasts over 85 cloud applications and tools, enabling auditors and accountants to streamline their workflows, improve collaboration and gain deeper insights from their data. Request Description: We would like to include a mention of our new AI tool available through Caseware Cloud, Caseware AiDA.

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CaseWare International Reviews

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2
Harry L.
HL
Harry L.
Manager at Grant Thornton LLP
08/25/2016
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Verified Current User
Review source: G2 invite
Incentivized Review

Caseware Working Papers

Specialized for audit and assurance engagements, a very powerful document manager and project tracker that allows teams to embed files in a document tree and track progress through preparer and reviewer sign-offs. All within one easy to access window listing all the files included. It allows collaboration through multiple users being able to access the same project file at once, including over networks. The program itself is very responsive with little delays if working through an intranet or local storage. The compression feature allows all the documents in the file to be packaged into a single, smaller file for easy transfer through email, removable storage, etc. The file can be locked down once it has been completed. It also allows a sign-out or check-out feature of either the entire file or individual files for working offline or away from the master file, and the files can be signed back in at a later date.
Joseph D.
JD
Joseph D.
Junior Accountant at BDO Canada
08/24/2016
Validated Reviewer
Review source: G2 invite
Incentivized Review
Tom B.
TB
Tom B.
Financial Analyst at Sun-Rype Products Ltd.
08/15/2016
Validated Reviewer
Review source: Organic

Caseware working papers is an excellent document management and accounting software.

Caseware working papers makes is easy to complete any kind of accounting assurance engagement; from Basic to complex. Features which work well include: trial balance import, general ledger reports, consolidation, mapping and leadsheets, adjusting journal entries, bookkeeping features, and year end close. My Company (large public practice accounting firm) has used Caseware for a very long time and it continues to serve our needs well. My firm used Caseware trial balance reports to discuss with our clients their financial results and the adjustments necessary for tax and other purposes. Those reports function well for our needs.

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HQ Location:
Toronto, ON

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@CaseWare

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Year Founded
1988