Audit & Assurance
Deliver streamlined audit, review and compilation services that enhance collaboration and keep clients happy
Accounting firms face increasing pressure to provide more value to clients within the audit process while decreasing costs. Talent management also remains a top challenge as firms find it increasingly difficult to find and retain qualified talent.
Caseware’s audit and assurance solution provides a streamlined approach and technology stack for delivering high-quality audit, review and compilation services. These trusted solutions — based on CPA Canada’s Professional Engagement Guide’s practice aids — continuously enhance client and staff collaboration and improve workflow management while providing you with a big-picture view of your practice.
Streamline engagements
Every team has a desired operating environment. Use Caseware’s guided workflows — with cloud apps or on-premise Working Papers templates — that can be tailored to stay in line with your firm’s engagement process and professional standards. Use the PBC app to seamlessly communicate with clients and centralize information storage.
Build an agile, efficient practice in the cloud
Our fully-integrated single platform centralizes various components of your engagement work, leading to more efficient collaboration whether your staff is working remotely, in the office or in a hybrid work environment.
Attract the right talent and new opportunities
Digitizing your assurance process in the cloud will help offer the right tools for upskilling your staff and position your firm to attract top talent, new clients and more.
Make quality management easy
Ensure your firm is equipped with a modernized system of quality management that offers necessary resources to address a wide range of quality-related issues. Reduce the risk of data breaches, unauthorized access to sensitive information and other security issues.
Be the trusted partner for your clients
Provide assurance with confidence by remaining compliant with the latest industry standards and methodology. Offer added security for your clients’ data and provide unrivaled insights while offering a smoother customer experience.
Explore all Audit & Assurance products
Caseware Cloud
arrow_forwardNext-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices
Audit
arrow_forwardAll-in-one cloud-based app for risk-based audits in Canada with embedded PEG methodology, built-in analytics, integrated financial statements and much more.
ReviewComp
arrow_forwardCollaborative, cloud-based engagement app designed for review, compilation and a wide range of non-attest engagements in Canada.
SQM
arrow_forwardCloud-based quality management app for modern accounting practices to ensure audit and assurance services are delivered with confidence.
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.
Working Papers
arrow_forwardLeading platform globally for managing audit, accounting and tax working papers.
IDEA
arrow_forwardComprehensive audit analytics platform that seamlessly integrates with Working Papers and Caseware Cloud, offering greater insights for your engagements.
Accomplish
arrow_forwardCloud-based app for centralized workload tracking and management across all Caseware engagements.
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.
Validate
arrow_forwardAI-powered solution that instantly verifies financial statements, ensuring math, balances, and notes align correctly. It detects discrepancies, confirming totals, narratives and disclosures are accurate.
The way of the future
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Aronson LLC
Adopting Caseware Cloud allowed Aronson to store files in a more structured format and apply consistent naming conventions.
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