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 due to a lack of expertise, manual preparation and client evidence documentation. Caseware’s tax software solution merges modern tech with high-quality, comprehensive accounting tools to make your practice light on its feet, quick to communicate with clients and more collaborative.
Increase data transparency and save time
Our platforms integrate with major ERPs and accounting packages, simplifying client data access, including trial balance. Our tax software grants you access to all essential data, ensuring high levels of accuracy and completeness.
Streamline and customise tax workflows
Avoid errors and better manage your workflows through our cloud-based regional Working Paper templates and intuitive tax apps with localised checklists and procedures in compliance with tax laws.
Improve workflow and collaboration
Our software features intuitive client collaboration capabilities for requests. It also gives you visibility into the status of engagements and your staff’s workload 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.
Explore all products
Caseware Cloud
arrow_forwardExperience new levels of productivity and efficiency with the Caseware Cloud platform.
Working Papers
arrow_forwardWork smarter and faster by improving audit and accounting engagement workflows with Caseware Working Papers.
IDEA
arrow_forwardAccess powerful and easy-to-use data analytics with Caseware IDEA, a comprehensive solution designed by audit experts.
Xtend
arrow_forwardSeamlessly communicate with clients and securely manage client requests with Caseware Xtend.
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.
