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Caseware Cloud

Modernise your practice with a flexible, secure platform built to meet the needs of future-focused accounting and audit organisations.

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One integrated platform that lets you work the way you want to

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 in which 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 of 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. Access apps and documents on the go from any web-enabled device, and do so securely. In addition, leaders and project managers 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 localised engagement applications, behind which is the powerful SE engine, helping you manage practice and service functions with greater agility. Automation, advanced analytics and intuitive user experience enhance efficiency and quality, boosting the value of your services and providing a competitive edge.

Engines and APIs that strengthen cloud-based insight and reports

Our cloud platform hosts various microservices (also called engines), including engagement app builders, data warehouses, authorisation and security, collaboration and more. These engines enable our in-house and regional app developers to build solid, purposeful apps that deliver exceptional user experiences and enriched insights. This helps you position your firm as a trusted advisor.

Data protection through strong permission controls

Firm admins can leverage built-in roles for easy access management or create permissions based on specific engagement needs. These permission controls are highly secure, with features on par with large banks and financial institutions.

Benefits

Enhance data security

Enhance data security

Protected by bank-level encryption to ensure your data is always secure, Caseware Cloud is ISO27001 and SOC 2® Type 1 and Type 2 certified. Data storage occurs in state-of-the-art data centers operated by Amazon Web Services. Rest assured, knowing all financial data is defended from natural disasters and the risk of lost/stolen information.
Collaborate in real time

Collaborate in real time

Use the intuitive, collaborative capabilities of a centralised location to boost efficiency and staff engagement. Sleek collaboration features streamline communication with clients and other stakeholders during engagements.
Amplify productivity and talent retention

Amplify productivity and talent retention

Attracting and retaining the right talent is a top challenge for accounting practices and functions. With the new generation entering the workforce, give your practice a competitive edge. Implement a new-age tech stack that reimagines their user experience and motivates them to stay upskilled easily.
Get transparent engagement management

Get transparent engagement management

Track and monitor every aspect of your engagements from one central location. Mobile accessibility allows you to manage, monitor and make course corrections quickly.
Eliminate downtime

Eliminate downtime

Caseware Cloud ensures all team members can work on the latest version at any given time, including automated access to the enhanced capabilities.
Realise cost efficiencies

Realise cost efficiencies

Reduce capital expenditures and deployment times by letting Caseware manage your infrastructure. Our platform allows you to scale as you grow.

Supporting tools

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 organisations into the modern age.

  • Cloud Connector
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    Provide real-time data linkage between your engagement and MS Excel to access trial balance data and engagement and firm properties. Insert the information in an MS Excel file, and if linked values or information changes in the engagement, it updates automatically.

  • CloudBridge
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    CloudBridge enables users to transfer data from Caseware Working Papers to a Cloud engagement. First, download the installation package to import data to a Cloud engagement. Then install the version of CloudBridge for your region.

  • Other APIs
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    See how other Application Programming Interfaces can help connect your practice to advanced capabilities.

Let Caseware’s advanced applications take your firm to a new level of success

These modern tools are designed to reduce repetition and needless work, enabling your staff to work smarter and quicker to deliver better results.

  • Cloud Audit
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    Using the power of Caseware cloud, our audit solution empowers your teams to collaborate more effectively and quickly and efficiently produce high-quality audits.

  • Xtend
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    A client collaboration app that makes it possible for firms and individual engagement teams to securely communicate with clients and manage requests smoothly

  • Disclosure Checklist
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    Our Disclosure Checklist application aids accountants by eliminating unnecessary disclosure questions, helping to streamline their financial reporting processes.

Related resources

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eBooks & White Papers

Download the State of Accounting Firms Trends Report 2023

Nearly 35 percent of accountants say finding the right talent is among their three biggest practice management issues over the past year – making this the fastest-rising industry challenge. Our recent global survey takes an in-depth look at the most important topics affecting firms and the accounting industry.
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eBooks & White Papers

The Benefits of Moving Your Accounting Practice to the Cloud

With the pace of business moving faster than ever and client expectations at an all-time high, accounting practices are under pressure to find new operational efficiencies.
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eBooks & White Papers

Intelligent Processing for the Modern Accountancy Practice

In this eBook, we take a look at how accounting is evolving to accommodate the latest technology and how it increases the quality of service modern practices can offer clients.
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Take a modern approach to managing your practice

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