Working Papers
A flexible and intuitive platform for managing accounting and audit working papers
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Deliver high-quality engagements with seamless integrations
Caseware Working Papers is a flexible engagement management platform that integrates everything you need to conduct accurate assurance and reporting engagements. It provides a one-stop location for your data and documentation.
Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents. Significantly decrease manual effort associated with an audit while improving the transparency, consistency and quality of your team’s work.
Features
Seamless data imports from a variety of sources
Import trial balance or general ledger details from over 60 accounting packages, or applications like Word, Excel, PDF, ERPs and other electronic formats.
Powerful document management platform for added efficiency
Access a comprehensive working paper management system with a wide range of capabilities for delivering efficient audit and accounting services. Gain full visibility for all compliance and engagement workflows, allowing all authorised users to see documents regardless of their location.
Roll forward for embedded continuity from one year to the next
Maximise your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes your existing file and rolls forward data and identified information to the next year.
Boost information-sharing with centralised and accessible data
Enhance engagement transparency and easily address questions that arise by retaining all engagement information and supporting materials in one conveniently accessible location.
Benefits
Create next-generation reporting
Enhance client communication
Depend on data to minimise risk
Work together effectively
Customise firm processes
Supporting tools
Guidance that simplifies audit and assurance
Templates developed in line with professional standards to simplify the lives of accountants.
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Audit
arrow_forwardTechnology-leveraged practice aids based on Australian Auditing standards (ASAs). Contact your distributor for regional ones.
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Financials
arrow_forwardTemplates for financial statement preparation for a large variety of entity types based on IFRS and regional accounting standards.
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Disclosure Checklists
arrow_forwardEradicate risks and errors from your accounts whilst ensuring a quality assurance process to your financial reporting.
Ramp up your engagements with cutting-edge capabilities
Tap into these powerful embedded capabilities within the platform.
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SmartSync
arrow_forwardProvide your team with up-to-date changes to working papers, allowing them to collaborate on engagement files in real time, reducing project delays.
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CaseView
arrow_forwardCreate a work paper from scratch, including client-ready financial statements, as well as checklists, custom documents and financial reports.
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IDEA SmartAnalyzer
arrow_forwardCaseware IDEA licensees can use this module to run more than 80 guided, risk-based analytic tests on general ledgers, subledgers and journal entries.
Gain data-driven insights to better inform your engagements
Achieve unparalleled results on your engagements with utilities that link the Working Papers platform and other applications for data access.
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Caseware Connector
arrow_forwardThis Microsoft add-on for Working Papers lets you automatically synchronize trial balance data to your Microsoft Word or Excel documents.
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CloudBridge
arrow_forwardCloudBridge is a powerful tool enabling users to seamlessly transfer data from Caseware Working Papers to a cloud engagement.
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