Client Advisory
Take your practice’s client advisory services to the next level
Caseware provides a comprehensive range of software to help you leverage your expertise and provide clients with valuable insights and advice. From advanced analytics for outsourced internal audit services to accounting intelligence like benchmarking for business consulting, Caseware’s intuitive software helps deliver insights that boost your client’s decision making and satisfaction. Because it is built with collaboration in mind, your teams can also be more efficient and effective.
Real-time collaboration
Communicate with your clients and colleagues in one secure online place rather than juggling multiple email threads and missing important messages. You can even work with your colleagues on the same documents at the same time.
Enabling practice intelligence
Caseware Sherlock gives you powerful insights from a massive pool of engagement data, helping you pinpoint valuable trends and insights to add more advisory value to your clients.
Centralized data and document management
Streamline data collection from clients in a secure platform. Quickly amalgamate information from multiple sources into a single location without significant manual intervention.
Comprehensive audit analytics
Empower your internal audit services with insights deeper than ever before, utilizing our powerful analytics software — Caseware IDEA.
Seamless and integrated workflows
From data collection and entry to reporting, you can now smoothly integrate different stages of the engagement process for faster data processing, reduced errors and improved client service.
Explore all Client Advisory products
Caseware Cloud
arrow_forwardNext-gen, powerful, cloud-based platform with engagement and practice management capabilities.
Working Papers
arrow_forwardLeading platform globally for managing audit, accounting and tax working papers.
IDEA
arrow_forwardComprehensive data analytics platform designed for audit, accounting and tax functions, reducing risks and enabling informed decision-making.
Accomplish
arrow_forwardCloud-based app for centralized workload tracking and management across all Caseware 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.
The way of the future
-
BHP Chartered Accountants
This U.K.-based firm needed a cloud-based audit solution with a modern interface. See how Caseware delivered.
Read more arrow_forward
