Overview

One integrated platform that lets you work the way you want

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 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 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. Securely access apps and documents on the go. In addition, staff 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 localized 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 customizations 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 customize 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

Admins can leverage built-in roles for easy access management or create permissions based on specific engagement needs. Additionally, leadership teams and stakeholders can stop worrying about information security, with encryption on par with large banks and financial institutions.

Benefits

Enhance data security

Protected by bank-level encryption, Caseware Cloud is ISO27001 and SOC 2® Type 1 and Type 2 certified. Data storage occurs in state-of-the-art data centers operated by Amazon Web Services.

Collaborate in real time

Use the intuitive, collaborative capabilities of a centralized location to boost efficiency and staff engagement. You can also streamline client and staff communication through sleek collaboration capabilities. 

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

Track and monitor important aspects of your engagements from one central location and make course corrections easily.

Eliminate downtime

Mitigate the risk of downtime with automated software updates. Ensure consistency by having all team members working on the latest version at any given time.

Realize cost efficiencies

Reduce capital expenditures and deployment times by letting Caseware manage your infrastructure. Our platform allows you to seamlessly scale as you grow.