Caseware Cloud
Centralise your workflow with a secure Caseware Cloud environment
Run your work in one secure, connected cloud environment
Caseware Cloud supports your entire engagement process from planning to completion in one controlled online workspace. It’s a secure platform for managing engagements, keeping evidence organised, and maintaining clear visibility at every stage of your audit or financial reporting workflow.
Key Features that streamline every engagement
Caseware Cloud brings structure, speed, and control to every stage of your engagement.
Structured collaboration
Request, receive, and track client documents in one controlled app. Eliminate email back-and-forth while maintaining visibility, permissions, and a clear audit trail.
Centralised workspace
Keep engagement files, requests, conversations, and deliverables in one place. Reduce fragmentation and ensure every engagement stays organised and easy to manage.
Faster review cycles
Track changes, supporting evidence, and review history effortlessly. Help reviewers move faster with full context and fewer bottlenecks.
Secure access control
Control who can view, upload, or edit information with role-based permissions built specifically for sensitive financial workflows and data.
Built for accountability, transparency, and collaboration
Caseware Cloud simplifies how teams manage engagements by bringing collaboration, documentation, and tracking into one platform. Stay organised, improve review efficiency, and maintain full visibility from start to finish.
Benefits that strengthen your workflow
Controlled sharing & permissions
Maintain strict control over access and actions. Collaborate confidently while protecting sensitive information and accountability.
Streamlined client requests
Send and track structured document requests linked directly to engagements reducing confusion and improving turnaround times.
Clear audit trail
Keep all evidence and changes documented in one place, making audits easier to review, validate, and defend.
Real-time visibility
Monitor progress, identify bottlenecks, and stay on top of engagements with clear, high-level tracking across teams.
How to get started
Simplify your setup process with these five easy steps.
Set up
Create your workspace, add users, and assign roles and permissions.
Organise
Build your engagement or entity structure and set folder standards.
Collaborate
Invite your team and request documents from clients securely.
Deliver
Work through tasks, reviews, and approvals with full visibility.
Close & retain
Export and share what’s required while retaining a complete audit-ready evidence trail.
How to Get Started
Simplify your setup process with these five easy steps.
Set up: Create your workspace, add users, and assign roles and permissions.
Organise: Build your engagement or entity structure and set folder standards.
Collaborate: Invite your team and request documents from clients securely.
Deliver: Work through tasks, reviews, and approvals with full visibility.
Close and retain: Export and share what’s required while retaining a complete audit-ready evidence trail.