Overview

Effective and efficient accounting workflow management software

Caseware Accomplish is a smart accounting workflow management app that amplifies productivity, keeps everyone on track and builds confidence. Focusing on the right tasks guarantees time is spent where it’s needed most and that deadlines are met. Visibility into engagement levels across the firm allows for improved engagement project management and helps everyone work toward achieving the firm’s overall goals. It’s time to remove silos and adopt more effective ways of working.

Features

Full-suite integration

Work performed across Caseware engagement softwares (Working Papers, Caseware Cloud, PBC Requests) is tracked in one place, ensuring nothing is missed and that the risk of inconsistent information is reduced.

Interactive dashboards

See your firm’s full work stream at a glance. Apply custom views and filters to ensure critical deadlines don’t interfere with one another, allowing you to focus on what’s most important.

Real-time deliverable status

Stay on top of internal and external deliverables, know the status of each task (open, unassigned, overdue), and customize based on what is most critical to you.

Workload customization

Effortlessly drag and drop tasks so that all queries and engagements are accounted for, workloads are optimized and tasks are distributed equally.

Benefits

Effective management of your people and time

Your staff can identify their most important tasks, queries and engagements and dedicate time where it’s needed most. Review and optimize workloads based on the status of assigned tasks and your staff’s capacity.

Meet deadlines and balance workloads

Plan with insight and accuracy so your team members can manage capacity and deadline issues. Highlight and remove bottlenecks that were previously a challenge to find.

Create visibility to keep everyone in the know

Remove silos and increase engagement across your firm. Add transparency and accountability with centralized dashboards that show upcoming work, deadlines and budget details.