Client Advisory
Take your practice’s client advisory services to the next level
Caseware provides a comprehensive range of software to help you leverage your expertise and provide clients with valuable insights and advice. Caseware’s intuitive software helps keep clients informed and satisfied. Because it is built with collaboration in mind, your teams can also be more efficient and effective.
Real-time collaboration
Communicate with your clients and colleagues in one secure online place rather than juggling multiple email threads and missing important messages. You can even work with your colleagues on the same documents at the same time.
Centralised data and document management
Streamline data collection from clients in a secure platform. Quickly amalgamate information from multiple sources into a single location without significant manual intervention.
Financial statement preparation and analysis
Perform an analysis of your clients’ financial documents while providing deeper insights than ever before with Caseware IDEA.
Seamless and integrated workflows
From data collection and entry to reporting, you can now smoothly integrate different stages of the engagement process for faster data processing, reduced errors and improved client service.
Explore all Client Advisory products
Caseware Cloud
arrow_forwardGain real-time intelligent insight and analytics about your clients and your practice anywhere, on any device.
Working Papers
arrow_forwardFeaturing powerful document management, efficient clean up, sophisticated lockdown and advanced roll-forward features.
IDEA
arrow_forwardAn easy-to-use data analysis solution designed by audit experts, featuring a modern interface and advanced analytical functionalities.
Caseware PBC
arrow_forwardSeamlessly communicate with clients, securely manage client requests and streamline your workflows.
