Caseware Cloud
Modernise your practice with a flexible, secure platform built to meet the needs of future-focused audit and accounting organisations.
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One integrated platform that lets you work the way you want to
Moving to the cloud is becoming more than just a trend for accounting practices and functions across the globe. As work environments become more flexible, so does the way in which accounting practices operate. That’s why we developed Caseware Cloud — the one-stop, secure platform for accounting professionals for all engagement, analytics and practice management needs.
Caseware Cloud boasts of over 85 cloud applications and tools, along with seamless integration with other Caseware platforms like Caseware Working Papers and IDEA, as well as other external architectures.
Features
A powerful platform designed for easy connectivity and collaboration
Our next-gen cloud technology reimagines the concept of connectivity to your clients, stakeholders and team members. Access apps and documents on the go from any web-enabled device, and do so securely. In addition, leaders and project managers can use dashboards to display real-time information to deepen and accelerate decision-making.
Extensive library of engagement and practice management apps
Caseware Cloud offers numerous global and localised engagement applications, behind which is the powerful SE engine, helping you manage practice and service functions with greater agility. Automation, advanced analytics and an intuitive user experience enhance efficiency and quality, boosting the value of your services.
Flexible customisations and integrations
Caseware Cloud offers a variety of APIs that firms can use to seamlessly integrate with other software programs in their practice. Users can customise engagement workflows and leverage a powerful data warehouse and advanced analytics for enriched insights. The result is a competitive edge for talent and client acquisition/retention.
Data protection through strong permission controls
Firm admins can leverage built-in roles for easy access management or create permissions based on specific engagement needs. These permission controls are highly secure, with features on par with large banks and financial institutions.
Benefits
Enhance data security
Collaborate in real time
Amplify productivity and talent retention
Get transparent engagement management
Eliminate downtime
Realise cost efficiencies
Supporting tools
Capitalise on embedded capabilities within Caseware’s advanced software
Enhance your experience with Caseware Cloud and drive the best results possible with these robust modules.
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Client portal
arrow_forwardFacilitate collaboration with clients through a client portal that features file sharing and status reporting.
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Authorisation
arrow_forwardGain full administrator access control to docs and engagements. Grant permissions by role and app with Caseware Cloud.
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Staff and contact management
arrow_forwardEasily add staff, contacts and group users with the ability to modify their properties simultaneously for added flexibility.
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Time and billing
arrow_forwardCaseware Cloud generates draft timesheets from your calendar and files, accessible from any device for time/billing management.
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Centralised file management
arrow_forwardStay organised with centralised data storage, archiving and backup features of a full document management system.
Make use of these advanced tools designed to drive success in the cloud
Explore these powerful cloud features that can help bring accounting and audit organisations into the modern age.
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Cloud Connector
arrow_forwardProvide real-time data linkage between your engagement and MS Excel to access trial balance data as well as engagement and firm properties.
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CloudBridge
arrow_forwardEasily transfer data from Caseware Working Papers to a Cloud engagement. This robust utility makes the transition to cloud seamless.
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Sherlock
arrow_forwardHarness the power of data-driven insights across your practice for informed decision-making
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APIs
arrow_forwardSee how Application Programming Interfaces (APIs) can help connect your Caseware Cloud account to other tools and systems used in your practice.
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AiDA (AI Digital Assistant)
arrow_forwardAiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific enquiries, enabling accounting, audit and finance experts to work more efficiently, collaborate with greater effectiveness and gain deeper insights.
Let Caseware’s advanced applications take your firm to a new level of success
These modern apps are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.
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Cloud Audit
arrow_forwardUsing the power of Caseware Cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.
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Cloud Financials
arrow_forwardCombining an extensive library of disclosure content and Caseware Cloud’s smart tailoring technology, quickly and easily produce a set of customised financial statements.
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Xtend
arrow_forwardCaseware Xtend allows firms and individual engagement teams to communicate with clients more effectively and simplify client information gathering.
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Quality Management
arrow_forwardCaseware SQM is an intuitive, cloud-based quality management system that’s easy to design, implement and manage at the firm and engagement levels.
2024 State of Accounting Firms Trends Report
The Benefits of Moving Your Accounting Practice to the Cloud
How Safe Is My Data on the Cloud?
A Guide to Automated Financial Reports
Find the answers you need
Your data will be stored in state-of-the-art data centres operated by Amazon Web Services Australian data centre. At Caseware, we’ve included our own security and data encryption processes in addition to AWS security. To read our terms of trade relative to Caseware Cloud, click here.
For Caseware Working Papers files which are linked to Caseware Cloud, an internet connection is required to synchronise the work from the copy on your machine to the copy on the cloud (and therefore, your colleagues’ copies of the file as well). Otherwise, you can perform work on your local copy without internet access. For engagements that are solely worked on within Caseware Cloud through a web browser (eg. our Agile Audit and SMSF Audit products) an internet connection is always required.
When you are setting up your Cloud portal for the first time, you can customise elements to reflect the work model for your organisation. You will be able to customise terminology, some branding requirements, create workflows and tags and add customer entity properties.
