Audit & Assurance
Simplifying transformation for the modern practice
Enhance your audit, review and compilation services while fostering collaboration with Caseware’s technology stack, ensuring happier clients and a more efficient workflow.
For even the most experienced accountant or auditor, choosing the right technology to meet the growing audit and assurance demands of your business and clients can be overwhelming.
Complexities stemming from the proliferation of workflow applications, frequent training requirements, time pressures, client communication constraints and improper documentation add to the challenges. The opportunities for efficiency gains and lower workloads at accounting and audit firms has never been greater.
Introducing the Audit and Assurance solution — PCR, AUDIT and EBP smart solutions developed to equip firms with leading-edge platforms that transform audit and assurance service delivery. The secure cloud-based ecosystem supports the power of automation, visibility, collaboration and data analytics in a game-changing application.
The Audit and Assurance solution incorporates linked methodology and brings together a set of unique applications that drive efficiency, quality and value for firms and their clients. It will help your organization work smarter to achieve modernization goals and see further to remain successful in today’s complex environment.
Build an agile, efficient practice in the cloud
Our fully-integrated single platform (ISO 27001-certified) 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.
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.
Stay on top of your engagements at all times
Better manage engagement workflows, get visibility into staff workloads and boost staff productivity with real-time status of all engagement tasks available in a click.
Empower your staff with automation
Built-in process automation and standardization helps accountants be more productive and focus on client satisfaction in fast-paced work environments.
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.
Explore all Audit & Assurance products
Caseware Cloud
arrow_forwardNext-gen, powerful, cloud-based platform with engagement and practice management capabilities for all practices.
Working Papers
arrow_forwardLeading platform globally for managing audit, accounting and tax working papers.
IDEA
arrow_forwardComprehensive data analytics platform designed for audit, accounting and tax functions, reducing risks and enabling informed decision-making.
Accomplish
arrow_forwardCloud-based app for centralized workload tracking and management across all Caseware engagements.
OnPoint Audit
arrow_forwardAll-in-one cloud-based app for risk-based audits in the US with embedded AICPA methodology, built-in analytics and much more.
OnPoint DAS
arrow_forwardTransformative cloud-based audit app embedded with AICPA’s data-driven audit methodology, advanced analytics, automation, collaboration and more.
OnPoint EBP
arrow_forwardAll-in-one cloud-based engagement app for employee benefit plan (EBP) audits in the US with embedded AICPA methodology.
OnPoint PCR
arrow_forwardAll-in-one cloud-based engagement app for preparation, compilation and review engagements in the US with embedded AICPA methodology.
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.
SQM
arrow_forwardCloud-based quality management app for modern accounting practices to ensure audit and assurance services are delivered with confidence.
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.
The way of the future
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SB Partners
With Caseware, the firm now works more efficiently on engagement files and can easily roll client data over from one year into another.
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