Audit & Assurance

Enhance your audit, review, and compilation services with Caseware's technology stack that fosters collaboration, ensuring happier clients and a more efficient workflow.
In the highly competitive landscape of accounting, firms are constantly seeking ways to improve efficiency, enhance client value and reduce costs. This is especially true in the audit and assurance space, where there is an ever-increasing demand for accuracy and transparency. Accounting firms also face the ongoing task of talent management, which involves attracting and retaining skilled professionals in an industry that is highly competitive.
To address these challenges, Caseware’s Audit and Assurance solution offers a streamlined approach and technology stack for delivering high-quality audit, review, compilation and financial statement preparation services. By leveraging the latest technology and automation tools, our solution enables firms to boost engagement quality, improve workflow management, enhance client collaboration, free up their staff to focus on high-value tasks and provide a big-picture view of their practice.
Real-time collaboration made easy
Communicating with clients has never been easier or more secure. Our solution allows for streamlined communication and request management, enabling you to obtain and store information efficiently while keeping sensitive client data protected. Say goodbye to manual request tracking and inefficient information gathering – Caseware simplifies the process, leaving you with more time to focus on delivering exceptional service to your clients.
Get the complete picture
Stay on top of your practice with a big-picture view of audit and assurance activities. Sherlock helps direct engagements and practice through a data analytics program, so you can stay ahead with cutting-edge technology and drive your practice forward.
Streamlined engagements
Our guided workflows, which incorporate both on-premises Working Papers templates and cloud apps, enable you to stay in line with engagement processes while also ensuring flexibility and customization. You can also build customized templates tailored to your team's desired operating environment.
Simplified quality management
Ensure your firm is equipped with the necessary tools and resources to address a wide range of quality-related issues. Reduce the risk of data breaches, unauthorized access to sensitive information and other security issues.
Stay compliant and get a complete audit trail
Caseware provides a comprehensive digital engagement trail with easy access to files, support materials and any other component needed for completing engagements. With everything connected, finding information is a simple search away.
Explore all Audit & Assurance products
Caseware Cloud
arrow_forwardNext-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices.
Working Papers
arrow_forwardLeading platform globally for managing audit, accounting and tax working papers.
Accomplish
arrow_forwardCloud-based app for centralized workload tracking and management across all Caseware engagements.
Audit International
arrow_forwardCollaborative, cloud-based audit app that dynamically integrates intelligent content with risk identification and assessment to enhance audit quality.
IDEA for External Audit
arrow_forwardComprehensive audit analytics platform that seamlessly integrates with Working Papers and Caseware Cloud, offering greater insights for your engagements.
PBC
arrow_forwardCloud-based app for client collaboration that enables engagement teams to communicate securely and manage requests in a central location.
Sherlock
arrow_forwardCloud-based app for accounting practice intelligence that effortlessly transforms Caseware engagement data into actionable insights through powerful visualizations.
SQM
arrow_forwardCloud-based quality management app for modern accounting practices to ensure audit and assurance services are delivered with confidence.
Extractly
arrow_forwardExcel add-in that helps you quickly pull financial data from PDFs and images into Excel. It scans your documents and automatically finds and matches key financial information to the cells you select, making data extraction faster and more accurate.
Validate
arrow_forwardAI-powered solution that instantly verifies financial statements, ensuring math, balances, and notes align correctly. It detects discrepancies, confirming totals, narratives and disclosures are accurate.