Redefining the approach to attestation services
Today’s business environment is dynamic and evolving rapidly. Guesswork, improper documentation, the struggles in collecting PBC (Provided-By-Client) documents, and the lack of smart software for other professional accounting services all create critical problems for accountants. The need for an intelligent, cloud-based application that combines engagements into a seamless workflow is more crucial than ever.
Caseware ReviewComp is a collaborative, cloud-based engagement management app designed specifically to support review, compilation and a wide range of non-attest engagements. It also stores files and entity and contact information, and organizes data flow. ReviewComp communicates, reports and generates automated financial statements — creating seamless workflows.
Features
Transparent engagement management
Track the entire scope, timeline and execution of engagements in real time with a shared dashboard. Collaborate with clients and colleagues on documents within a shared engagement.
Automated financial statement preparation
Reduce completion time with numerous sample disclosures that include relevant requirements. Information used in multiple places throughout the engagement will only need to be entered once and will flow through the entire engagement in real time.
Intelligent content
Tailor content using client data and responses to pre-set questions, providing only relevant info for the engagement at hand. Simple and clean programs tailor and optimize content intelligently, based on client circumstances.
Secure engagement trail and client collaboration
Collaborate with your clients using our built-in query system and complete requests within the client portal to create a more secure, efficient communication process. Engagement information is recorded, tracked and stored in a user-friendly environment.
Benefits
Practice with confidence using engagement software
Streamline your workflow
Increase efficiency with a single and consistent interface
Safeguard information with a secure, robust platform
Save time with automated financial statement review, report and letter drafting
Level up your processes with dynamic scaling
Supporting components
Gain data-driven insights to better inform your engagements
Achieve unparalleled results on your engagements with a cloud-based connector that links real-time data to other applications.
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Cloud Connector
arrow_forwardThis cloud-based tool links trial balance and other engagement and entity data between your Caseware Cloud app and Microsoft 365 Excel in real time.
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CloudBridge
arrow_forwardEasily transfer data from Caseware Working Papers to a cloud engagement with this reliable tool that makes the transition to the cloud seamless.
Compilations vs. reviews vs. audits
Support & FAQs
Reviews (CSRE 2400), compilations (CSRS 4200) and other accounting service offerings firms generally provide. These include preparing financial statements from bookkeeping data, tax services and business plans.
Yes, you need an active CPA Canada PEG subscription license to purchase Caseware ReviewComp. The PEG subscription contains the methodology which supports the content for both Reviews and Compilations, which are included in your purchase.
A PACT license is not a substitute for a PEG license. You need an active PEG subscription license.
The content is updated when CPA Canada updates the PEG Review and Compilation content. We also review our ASPE note examples periodically. Features and functionality are updated throughout the year.
Caseware developed a comprehensive tool (CloudBridge) to aid firms in their seamless transition from on-premise to the cloud environment.