Probe Review
Streamlining independent reviews with intelligent, guided workflows
Independent review software for structured review engagements
Probe Review helps firms perform review engagements with confidence through a structured methodology that guides practitioners to focus on areas where material misstatements are likely to arise. Built-in guidance, analytical procedures, and structured documentation support consistent execution, compliance, and efficient delivery of limited assurance engagements.
Streamline review engagement with key features of Probe Review
Built-in methodology
Follow a proven South African independent review methodology designed to help practitioners perform consistent, compliant review engagements while focusing on the areas of greatest risk.
Regular compliance updates
Supports review engagements with the latest relevant international standards and regulator guidance.
Risk mitigation
Supports management with protection settings that control whether users can insert, delete, or ignore procedures.
Automation
Uses checklists, questionnaires, queries, and work programs that expand or collapse based on the engagement.
Smarter independent reviews, backed by structure
With Probe Review, firms can turn Independent Reviews into efficient, compliant, and collaborative processes that support high-quality outcomes and stronger client confidence.
How Probe Review supports your team
Faster automated reviews
Accelerates review engagements with intelligent automation.
Stronger compliance alignment
Supports alignment with current standards and trusted methodologies.
Real-time efficiency
Improves team efficiency through collaboration with SmartSync.
Controlled, secure access
Reduces risk with controlled user permissions and full audit trails.
How Probe Review works
Set up engagement
Create a new Probe Review engagement, capturing client details, reporting period, and applicable financial reporting framework.
Import trial balance
Quickly import trial balances into the system.
Plan review
Identify areas where misstatements are likely to arise and tailor analytical procedures and inquiries to address these areas.
Perform procedures
Execute analytical procedures and perform inquiries, documenting observations, variances, and matters requiring further consideration within the engagement file.
Evaluate results
Assess the results of procedures performed to determine whether any matters have come to attention that may indicate material misstatement.
Generate conclusion
Evaluate the work performed and document a standardised review report, supporting a clear limited assurance conclusion.
How Probe Review Works
A practical workflow for consistent, risk-based Independent Review engagements.
Import: Import trial balance data into Caseware Working Papers.
Apply Methodology: Apply the built-in risk-based methodology tailored to the client.
Automate: Automate planning documents and work programs.
Collaborate: Collaborate with team members in real time using Caseware Cloud and SmartSync.
Finalise: Finalise and lock down the engagement file with a complete audit trail.
Probe Review runs on
Enhanced With
Streamlining independent reviews with intelligent, guided workflows
Perform review engagements more efficiently with a guided, standards-aligned approach that helps identify risk areas, apply appropriate analytical procedures, and maintain comprehensive engagement documentation.