CaseWare Working Papers

CaseWare Working Papers SamAdm June 4, 2022

Caseware Working Papers - Hybrid

  • Caseware Audit combined with Caseware Working Papers, creates a streamlined, effective and efficient solution for conducting assurance, analysis and reporting engagements.
  • Caseware Audit provides significant flexibility; you can use built in content and templates or add and create your own in order to align with your firm standards. Our OneForm document is a single area for documenting all areas of your audit engagement – simplifying the audit process even for your most complex clients.
  • With Caseware Audit, you can conduct a more intelligent audit process – making sure every activity you undertake makes sense and fits within your engagement.
  • Overall CaseWare Working Papers allows Auditors to be free to do what they do best – Provide insights, Apply Professional Scepticism to areas under review and constantly work at sifting facts from chaff. Operationalising the CaseWare Working Papers Suite of Apps enables –
    • Optimised Audit Time through Focused Planning
    • Incisive Supervision – Paperless Review and Audit Process
      • Improved Engagement Transparency
      • Integrated Work Environment – On Screen Audit Review and Compilation
      • Online Sign Offs
      • History Tracking
      • Milestone based Progress Reviews
      • Effective Closure of Notes
    • A Robust Audit Documentation Platform
      • Greater Assurance of Audit Quality
      • Quicker Compilation of Audit File
      • Real Time Collaborative Working of Audit Teams and Clients
      • Single Data Source for Files and Single State of Truth
      • Faster Retrievability of Work Done
    • With CaseWare Cloud Integration, Auditors have the opportunity to collaborate closely within Teams and with Client Coordinators.
      • Easily manage and track requests – eliminate the need for multiple email threads
      • Securely communicate with clients in real time in one location
      • Team Members work simultaneously on the same Working papers File
      • Offline working with auto sync on reconnection
      • Sophisticated Data Encryption
        • Protected by Bank-Level encryption ensuring your data is always secure
        • ISO 27001 and SOC2®Type 1 and Type 2 certified
        • Data is stored in state-of-the-art data center operated by Amazon Web Services
        • Cloud accounting protects data against natural disasters

Risk and Control Tracking

Leverage Caseware software’s library of risks, controls and management letters to better manage risks and ensure appropriate controls.

Flexible Trial Balance

Populate the trial balance to automatically generate financial statements, leadsheets, and ratios.

Real Time Collaboration

Make your team more efficient using real-time collaboration tools that reduce non-working time, calendar and time spent in client engagement files.

Transparent Engagement Management

Track and monitor every aspect of your engagements from one central location — with easy access from anywhere so you can make course corrections quickly.

Strong Permission Protocols

Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks and financial institutions.

Caseware Working Papers - Hybrid

  • Caseware Audit combined with Caseware Working Papers, creates a streamlined, effective and efficient solution for conducting assurance, analysis and reporting engagements.
  • Caseware Audit provides significant flexibility; you can use built in content and templates or add and create your own in order to align with your firm standards. Our OneForm document is a single area for documenting all areas of your audit engagement – simplifying the audit process even for your most complex clients.
  • With Caseware Audit, you can conduct a more intelligent audit process – making sure every activity you undertake makes sense and fits within your engagement.
  • Overall CaseWare Working Papers allows Auditors to be free to do what they do best – Provide insights, Apply Professional Scepticism to areas under review and constantly work at sifting facts from chaff. Operationalising the CaseWare Working Papers Suite of Apps enables –
    • Optimised Audit Time through Focused Planning
    • Incisive Supervision – Paperless Review and Audit Process
      • Improved Engagement Transparency
      • Integrated Work Environment – On Screen Audit Review and Compilation
      • Online Sign Offs
      • History Tracking
      • Milestone based Progress Reviews
      • Effective Closure of Notes
    • A Robust Audit Documentation Platform
      • Greater Assurance of Audit Quality
      • Quicker Compilation of Audit File
      • Real Time Collaborative Working of Audit Teams and Clients
      • Single Data Source for Files and Single State of Truth
      • Faster Retrievability of Work Done
    • With CaseWare Cloud Integration, Auditors have the opportunity to collaborate closely within Teams and with Client Coordinators.
      • Easily manage and track requests – eliminate the need for multiple email threads
      • Securely communicate with clients in real time in one location
      • Team Members work simultaneously on the same Working papers File
      • Offline working with auto sync on reconnection
      • Sophisticated Data Encryption
        • Protected by Bank-Level encryption ensuring your data is always secure
        • ISO 27001 and SOC2®Type 1 and Type 2 certified
        • Data is stored in state-of-the-art data center operated by Amazon Web Services
        • Cloud accounting protects data against natural disasters

Risk and Control Tracking

Leverage Caseware software’s library of risks, controls and management letters to better manage risks and ensure appropriate controls.

Flexible Trial Balance

Populate the trial balance to automatically generate financial statements, leadsheets, and ratios.

Real Time Collaboration

Make your team more efficient using real-time collaboration tools that reduce non-working time, calendar and time spent in client engagement files.

Transparent Engagement Management

Track and monitor every aspect of your engagements from one central location — with easy access from anywhere so you can make course corrections quickly.

Strong Permission Protocols

Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks and financial institutions.