Caseware Cloud
Modernize your practice with a flexible, secure platform built to meet the needs of future-focused audit and accounting functions
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One integrated platform that lets you work the way you want
Moving to the cloud is becoming more than just a trend for accounting practices and functions across the globe. As work environments become more flexible, so does the way accounting practices operate. That’s why we developed Caseware Cloud — the one-stop, secure platform for accounting professionals for all engagement, analytics and practice management needs.
Caseware Cloud boasts over 85 cloud applications and tools, along with seamless integration with other Caseware platforms like Caseware Working Papers and IDEA, as well as other external architectures.
Features
A powerful platform designed for easy connectivity and collaboration
Our next-gen cloud technology reimagines the concept of connectivity to your clients, stakeholders and team members. Securely access apps and documents on the go. In addition, staff can use dashboards to display real-time information to deepen and accelerate decision-making.
Extensive library of engagement and practice management apps
Caseware Cloud offers numerous global and localized engagement applications, behind which is the powerful SE engine, helping you manage practice and service functions with greater agility. Automation, advanced analytics and an intuitive user experience enhance efficiency and quality, boosting the value of your services.
Flexible customizations and integrations
Caseware Cloud offers a variety of APIs that firms can use to seamlessly integrate with other software programs in their practice. Users can customize engagement workflows and leverage a powerful data warehouse and advanced analytics for enriched insights. The result is a competitive edge for talent and client acquisition/retention.
Data protection through strong permission controls
Admins can leverage built-in roles for easy access management or create permissions based on specific engagement needs. Additionally, leadership teams and stakeholders can stop worrying about information security, with encryption on par with large banks and financial institutions.
Benefits
Enhance data security
Collaborate in real time
Amplify productivity and talent retention
Get transparent engagement management
Eliminate downtime
Realize cost efficiencies
Supporting components
Capitalize on embedded capabilities within Caseware’s advanced software
Enhance your experience with Caseware Cloud and drive the best results possible with these robust modules.
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Client portal
arrow_forwardFacilitate collaboration with clients through a client portal that features file sharing and status reporting.
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Centralized file management
arrow_forwardStay organized with centralized data storage, archiving and backup features of a full document management system.
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Staff and contact management
arrow_forwardEasily add staff, contacts and group users with the ability to modify their properties simultaneously for added flexibility.
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Authorization
arrow_forwardGain full administrator access control to docs and engagements. Grant permissions by role and app with Caseware Cloud.
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Time and billing
arrow_forwardCaseware Cloud generates draft timesheets from your calendar and files, accessible from any device for time/billing management.
Make use of these advanced tools designed to drive success in the cloud
Explore these powerful cloud features that can help bring accounting and audit organizations into the modern age.
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Cloud Connector
arrow_forwardProvide real-time data linkage between your engagement and MS Excel to access trial balance data and other properties.
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CloudBridge
arrow_forwardEasily transfer data from Caseware Working Papers to a Cloud engagement. This robust utility makes the transition to cloud seamless.
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APIs
arrow_forwardSee how Application Programming Interfaces (APIs) can help connect your Caseware Cloud account to other tools and systems used in your practice.
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AiDA (AI Digital Assistant)
arrow_forwardAiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific enquiries, enabling accounting, audit and finance experts to work more efficiently, collaborate with greater effectiveness and gain deeper insights.
Let Caseware’s advanced apps take your practice or department to a new level of success
These modern apps are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.
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Audit
arrow_forwardOur audit apps (OnPoint Audit, DAS and EBP) enable high-quality audits with guided workflows, built-in analytics, industry content collaboration and more.
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Preparation, Compilation & Review (PCR)
arrow_forwardOnPoint PCR, our all-in-one app for PCR engagements in the U.S., offers embedded AICPA methodology, review tools, automated financials drafting, and more.
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Tax
arrow_forwardOnPoint Taxflow offers guided workflows to modern tax practices, helping them manage tax engagements efficiently and deliver high-quality service.
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Practice Intelligence
arrow_forwardSherlock offers secure, automated data warehousing for all ongoing and historic Caseware engagements. Turn big data into actionable insights.
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PBC Requests
arrow_forwardCaseware PBC allows firms and individual engagement teams to communicate with clients more effectively and simplify client information gathering.
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Quality Management
arrow_forwardCaseware SQM is an intuitive, cloud-based quality management system that’s easy to design, implement and manage at the firm and engagement levels.
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