Tax
Build a forward-looking tax practice with automated, efficient workflows backed by expert guidance
Tax service issues rank as a huge source of professional liability insurance claims against small and mid-sized firms. Often, these issues come from errors related to a lack of expertise, manual preparation and client evidence documentation. Caseware’s tax solution merges modern tech with high-quality, comprehensive accounting software offerings to help your practice mitigate tax risks, maintain an audit trail and collaborate with clients.
Increase data transparency and save time
Caseware’s platforms integrate with major ERPs and accounting packages, simplifying client data access, including trial balance and transactions. The tax solution makes it easier to access essential data, ensuring high levels of accuracy and completeness.
Streamline and customize tax workflows
Avoid errors and better manage your workflows through Working Papers and intuitive apps.
Improve workflow and collaboration
Take advantage of the practice management apps for intuitive client collaboration for PBC Requests and to gain visibility into the status of engagements and staff workloads through interactive dashboards.
Boost accuracy with tax analytics
The seamless integration of Caseware IDEA with Working Papers and Caseware Cloud brings analytics directly into your workflows. You can easily detect overpaid or unclaimed tax, expense errors or other red flags.
Use sophisticated practice intelligence for growth
Sherlock, our cloud-based practice intelligence app, transforms tax engagement data by giving you near-real-time insights. These are critical for tracking multiple engagements and identifying growth opportunities.
Explore all Tax 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.
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
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Aronson LLC
Adopting Caseware Cloud allowed the firm to store files in a more structured format and apply consistent naming conventions.
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