CaseWare Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

CaseWare Cloud

CaseWare Cloud empowers organisations of all sizes with unprecedented productivity for every engagement. 

Teams can get more done faster, by managing all client information, files and collateral in a centralised platform. A suite of Assurance, Financial Reporting and Practice Management apps, allow users to  collaborate in real-time, whilst enabling managers and partners with visibility at all times of who is working on what.

Built entirely on a Software as a Service (SaaS) architecture, CaseWare Cloud is fully redundant, completely web-based and complies with the highest industry best-practice security standards – both ISO 27001:2013 and SOC 2, Type 1 & 2. All data is stored safely and securely in multiple geographical locations and are seamlessly backed-up on a continuous basis.

Key Features

Collaboration

User Collaboration

Enable staff to collaborate in real-time on the same engagement and facilitate review and sign-offs from anywhere.

Complete-File-Management

Data Management

Manage a single copy of all documents, files and client information in one platform with redundant backup and retention.

Manage-the-Organisation

Organisation Management

Gain real-time insight on clients, staff and engagements for proactive decision making to drive profitability.

Client-Portal

Client Collaboration

Facilitate collaboration with clients through easy file sharing, communication and status reporting.

Transparent Engagement Management

Engagement Management

Monitor and track the progress and statuses of all engagements in one central location on any device at any time.

Permissions

Strong Permission Protocols

Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs.

Automatic-Time-Tracking

Automatic Time-Tracking

Track and report actual time spent in engagements to reduce administration overhead and accurately gauge staff efficiency.

Security-Settings

Industry Standard Security

Utilise world-class security standards with built-in compliance support for ISO 27001:2013 and SOC 2, Type 1 & 2.

Required Products:

CaseWare Cloud

CaseWare Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

In Product Add-Ons:

CW Cloud Time

CaseWare Cloud Time

Monitor every aspect of the practice to ensure teams are working effectively and optimised for profitability.

Optional Extras:

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