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Collaborate and manage engagements

Improve the quality and efficiency of your engagements and your collaboration with team members, clients and stakeholders in one centralised management system.

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Benefits of using Caseware Cloud

Intuitive collaboration in one centralised location to facilitate review and sign-offs from anywhere
Complete file management. Includes a full document management system with centralised data storage and built-in back-up capabilities
Leverage permissions with built-in roles for easy rights management, with multiple levels of access
The ongoing delivery platform for any new Caseware technology and software innovation

Want to discuss solutions you’re looking for? Or have you got a question we can answer?

Top Questions

Your data will be stored in state-of-the-art data centres operated by Amazon Web Services Australian data centre. At Caseware, we’ve included our own security and data encryption processes in addition to AWS security. To read our terms of trade relative to Caseware Cloud, click here.

For Caseware Working Papers files which are linked to Caseware Cloud, an internet connection is required to synchronise the work from the copy on your machine to the copy on the Cloud (and therefore your colleagues copies of the file as well). Otherwise, you can perform work on your local copy without internet access. For engagements that are solely worked on within Caseware Cloud through a web browser (eg. our Agile Audit & SMSF Audit products) an internet connection is always required.

When you are setting up your Cloud portal for the first time, you can customise elements to reflect the work model for your organisation. You will be able to customise terminology, some branding requirements, create workflows and tags and add customer entity properties. Click here for more information.

Webinars & Events

Live Product Demo: Audit System & Cloud

See Caseware’s powerful Audit System template in action. Learn More

Articles & Videos

Podcast: Cloud Technology for Audit Explained

A podcast hosted by the CPA exploring how… Read More

Update to the latest Caseware version

Staying up to date with the latest and… Read More


“The software itself is user friendly, but the help desk is even more user friendly!”

Susan Barbour, Baumgartner Audit Pty Ltd

“The freedom to take my work anywhere. It has given me the opportunity to be super flexible with my work hours which is a massive help with a young family”

Christopher May, Hamilton Morello

I like the… “Logical order of the document manager and ability to log issues.”

Angela Holladay, HLV Chartered Accountants