CaseWare Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

CaseWare Working Papers empowers audit and accounting firms of all sizes, as well as corporate and public sector finance professionals, with a single tool to manage all assurance and financial reporting engagements. 

CaseWare Working Papers provides a one-stop location to manage all elements of an entity’s data, which provides easy access to information needed during an engagement, enabling teams to easily collaborate. 

When combined with CaseWare Cloud and SmartSync, distributed teams can seamlessly collaborate together on the same engagement, wherever they are, at any time.

Key Features

Standard Templates

License a suite of templates that provides for intelligent documents, including financial statements, reports and work programs.

Import

Seamless Imports

Import a trial balance or general ledger details from over 60 accounting packages, Excel, CSV and ASCII.

Mapping

Mapping and Lead Sheets

Automate reports and lead sheet schedules with simplified account assignments to reporting categories.

SmartSync™ & CaseWare Cloud

Enable team members to collaborate on the same working paper file in real-time with CaseWare SmartSync™ and CaseWare Cloud.

Adjusting

Adjusting Entries

Reconcile the trial balance back to the ledger systems with full adjusting journal entry traceability and reporting.

Built-in Roll-forward

Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.

Built-in Consolidation

Aggregate many trial balances from various General Ledger Systems to simplify group reporting in a central platform.

Permissions

Permissions and Staff Assignment

Create, assign, track issues and review notes, monitor to-do lists, manage, review and approve using up to 8 sign-offs.

Required Products:

cwa_Working Papers

CaseWare Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

CaseWare Working Papers is designed for Microsoft® Windows (x64) 8.1/ 10.

Add-Ons:

SmartSync

CaseWare SmartSync™

Collaborate on CaseWare Working Paper files from anywhere, at any time.

CaseWare Cloud

CaseWare Cloud

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

Optional Extras:

CaseWare and the CaseWare logo, are registered trademarks of CaseWare International Inc. and are licensed for use to CaseWare Africa and Adapt IT. © 2020. All rights reserved. Terms & Conditions

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