Caseware Working Papers
The digital backbone of modern audit excellence
A smarter standard for Audit and Assurance.
Caseware Working Papers is audit and engagement management software built for modern accounting firms. Backed by more than 30 years of regulatory expertise and powered by SmartSync™ technology, it enables teams to perform audits, reviews, and financial reporting with confidence while maintaining strong data integrity. Whether working on-site, in the office, or offline, teams can collaborate efficiently and stay connected throughout every engagement.
Built for faster, smarter engagement delivery
SmartSync™ & hybrid collaboration
Optimise teamwork by allowing multiple staff members to work on local files with background synchronisation. This hybrid-cloud approach combines desktop performance with secure storage and integrated review tools.
Automated data integration
Streamline workflows by importing data from over 60 accounting packages. Automated trial balance mapping facilitates the flow of information directly into lead sheets and financials, helping to reduce manual re-keying.
Efficient engagement management
Maximise productivity with year-end roll-forward capabilities and enterprise-level consolidations. These tools help maintain familiar structures and handle complex group entities across various currencies with ease.
Data integrity & governance
Support consistency with a single source of truth where adjusting entries update all linked references. Granular, role-based access further strengthens governance by managing data visibility across the team.
Trusted at scale across the profession
Adopt software used by audit and assurance teams around the world.
Used by over 500,000 professionals across 130 countries.
Backed by 30 years of innovation in audit and accounting.
Built with logic and templates aligned to global standards.
Supports offline work with syncing once teams are back online.
Practical gains for Audit and Reporting teams
Total Data Integrity
Reduces tie-out errors by allowing every adjusting entry to flow through the entire file automatically.
Scalable Efficiency
Save time on every engagement with automated roll-forward and mapping features.
Enhanced Security
Support controlled access with role-based permissions and secure cloud backups.
Clear Audit Trails
Maintain a transparent record of review notes, queries, and resolutions within the engagement file.
How Caseware Working Papers fits into your audit workflow
Start quickly with a workflow built for structured engagement management and collaboration.
Data import
Bring in financial data from multiple accounting systems.
Engagement setup
Organise documents and assign tasks within the platform.
Collaboration
Team members work at the same time with SmartSync™ background updates.
Review and approval
Use integrated tools for detailed reviews and sign-offs.
Reporting
Generate intelligent financial reporting outputs that reflect the latest data instantly, including support for CaseView reporting.
Add Ons
Caseware SmartSync™
Enable teams to work on local file copies with background synchronisation, supporting smooth collaboration across the same engagement.
Caseware Connector
Link financial data directly into Microsoft Excel, Word, and PowerPoint to support faster updates and more efficient financial and management reporting.
Strengthen your audit workflow
Caseware Working Papers gives firms a proven way to support audit documentation management, financial data integration, and intelligent financial reporting in one connected environment.