Take Efficiency to New Heights with a Hybrid Cloud Approach
Cloud technology helps accounting firms improve engagement quality and efficiency, and achieve new levels of growth. It does so by:
- Eliminating manual, paper-based processes
- Providing real-time collaboration
- Enhancing the client experience
Yet, for some, the journey to the cloud may not be a straightforward path. That's why taking a gradual — or hybrid — approach lets firms transition to the cloud at their own pace, providing comfort and peace of mind.
How Caseware Essentials Can Boost Your Practice Efficiency and Workflow
The Caseware Essentials Suite is a hybrid-cloud solution that combines our global industry-leading Working Papers desktop software with our secure cloud-based applications. It brings all aspects of your accounting practice into one seamless workflow for real-time collaboration and an enhanced client experience.
The Essentials Suite Overview
End-to-End Engagement Management
Whether it’s financial reporting, auditing or tax, the core to the Caseware Essentials Suite is the Working Papers system. Working Papers is integrated with the cloud and offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lock downs and roll-forwards.
Work Anywhere, Anytime on the Cloud
Improve the quality and efficiency of your engagements with a secure cloud platform that streamlines client collaboration, centralizes file storage, automates engagement processes and provides real-time monitoring.
Our patented SmartSync technology allows files in Caseware Cloud to be integrated to the desktop, reducing the risk of lost work, and increasing productivity.
Real-time Engagement Dashboards
Better manage workflows and boost staff productivity with real-time status of all project and engagement tasks. Keep everyone focused on critical work, hold staff accountable for meeting deadlines, and get full transparency into staff workload.
Seamless Collaboration with Clients & Colleagues
Easily communicate with clients efficiently in real time on a single, centralized and easily accessible location. Create custom, intelligent, response-driven queries for clients to respond, transfer files, and receive instant status updates with your entire engagement team.
Easily Link to Microsoft Office 365
Automatically synchronize your trial balance data to your Microsoft Word or Excel templates. Link information from the client profile, accounts, mappings, lead sheets, groupings, user defined information, document information, tax export code and more.
Improve Client Satisfaction & Deliver Value
Provide a better client experience by leveraging the integrated features of a modern accounting and audit hybrid-cloud solution to build intelligent documents and engagement files. Seamless collaboration and convenient dashboards also provides added convenience for your clients.
What’s included in the Caseware Essentials Suite
Caseware Cloud
Caseware Working Papers
Caseware Accomplish
Caseware SmartSync
Caseware Connector
Caseware PBC Requests (Canada)
OnPoint Collaborate (U.S.)
Introducing Caseware Sherlock
Turn big data into actionable practice-wide insights through advanced analytics and data visualizations.
Additional Resources
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