Product

Caseware Cloud

Modernise your practice with a flexible, secure platform built to meet the needs of future-focused audit and accounting 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 an intuitive user experience enhance efficiency and quality, boosting the value of your services.

Flexible customisations 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 customise 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

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 centres operated by Amazon Web Services.
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. Empower staff with automation and provide them with motivation to stay upskilled.
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

Capitalise on embedded capabilities within Caseware’s advanced software

Enhance your experience with Caseware Cloud and drive the best results possible with these robust modules.

  • Client portal
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    Facilitate collaboration with clients through a client portal that features file sharing and status reporting.

  • Authorisation
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    Gain full administrator access control to docs and engagements. Grant permissions by role and app with Caseware Cloud.

  • Staff and contact management
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    Easily add staff, contacts and group users with the ability to modify their properties simultaneously for added flexibility.

  • Time and billing
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    Caseware Cloud generates draft timesheets from your calendar and files, accessible from any device for time/billing management.

  • Centralised file management
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    Stay organised with centralised data storage, archiving and backup features of a full document management system.

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 as well as engagement and firm properties.

  • CloudBridge
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    Easily transfer data from Caseware Working Papers to a Cloud engagement. This robust utility makes the transition to cloud seamless.

  • Sherlock
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    Harness the power of data-driven insights across your practice for informed decision-making

  • APIs
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    See how Application Programming Interfaces (APIs) can help connect your Caseware Cloud account to other tools and systems used in your practice.

Let Caseware’s advanced applications take your firm 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.

  • 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.

  • Cloud Financials
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    Combining an extensive library of disclosure content and Caseware Cloud’s smart tailoring technology, quickly and easily produce a set of customised financial statements.

  • Xtend
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    Caseware Xtend allows firms and individual engagement teams to communicate with clients more effectively and simplify client information gathering.

  • Quality Management
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    Caseware SQM is an intuitive, cloud-based quality management system that’s easy to design, implement and manage at the firm and engagement levels.

Find the answers you need

Where will my data be stored?

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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.

Do you need an internet connection to use Caseware Cloud?

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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 and SMSF Audit products) an internet connection is always required.

Are you able to customise Caseware Cloud to suit your business needs?

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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.

Take a modern approach to managing your practice