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.

Explore all Tax products

  • All products
  • Cloud
  • On-Premise

Caseware Cloud

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Next-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices.

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Working Papers

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Leading platform globally for managing audit, accounting and tax working papers.

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IDEA

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Comprehensive data analytics platform designed for audit, accounting and tax functions, reducing risks and enabling informed decision-making.

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Accomplish

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Cloud-based app for centralized workload tracking and management across all Caseware engagements.

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PBC

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Cloud-based app for client collaboration that enables engagement teams to communicate securely and manage requests in a central location.

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Sherlock

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Cloud-based app for accounting practice intelligence that effortlessly transforms Caseware engagement data into actionable insights through powerful visualizations.

cloud_done Cloud

The way of the future

Drive transformation with Caseware’s trusted and reliable products