Overview

Deliver high-quality engagements with seamless integrations

Caseware Working Papers is a flexible engagement management platform that integrates everything you need to provide accurate assurance and reporting results. It delivers a one-stop location for your data. Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents. You can significantly decrease manual effort associated with an engagement while improving the transparency, consistency and quality of your team’s work.

Features

Seamless data imports and exports to document management systems

Import trial balance or general ledger details from over 60 accounting packages and applications like Word, Excel, PDF and others. With smart integrations, the engagement data is easily exported to tax packages and other document management systems.

Powerful document management platform for added efficiency

Access a comprehensive working paper management system with a wide range of capabilities for delivering efficient accounting services. Gain full visibility for engagement workflows, allowing all authorized users to access documents regardless of their location.

Roll forward for embedded continuity from one year to the next

Maximize your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes information from your existing engagement and rolls forward selected information to the next year, saving time and effort.

Boost information sharing with centralized and accessible data

Enhance engagement transparency and easily address questions that arise by retaining all engagement information and supporting materials in one conveniently accessible location. This helps eliminate stress, confusion and unnecessary delays.

Benefits

Create next-generation reporting

Our purpose-built accounting software turns any documents, including financial statements, into a cost-effective report, immediately ready for client, stakeholder or external accountant review. Even PDF versions can be easily created and shared.

Enhance client communication

Quickly and securely send contacts, signed letters and supporting documents using Caseware PBC. By easily managing information requests and aligning them with engagement status, you can respond individually or in aggregate.

Depend on data to minimize risk

Integration with Caseware IDEA brings analytics directly into your workflows and minimizes the risk of error or data inconsistency. This allows you to provide valuable insights to your stakeholders and ensure their continued business.

Work together effectively

Activating the SmartSync module in Caseware Working Papers allows team members to collaborate efficiently on the same engagement file. This benefit is possible even from different locations, eliminating the hassles of version control.

Customize processes

Build intelligent documents, including financial statements, reports and work programs, based on your specific project needs or business requirements. Use the CaseView module within Working Papers to support smoother organization-wide adoption.