SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.​

SME Financial Statements on the desktop enable professionals with an industry-leading, robust and complete annual financial statement solution that incorporates the highest and most up-to-date IFRS for SMEs disclosure.

Preparers can easily modify all elements of the statements, notes and disclosures with extensive configuration options. This includes flexible lead sheets and pre-tagged CIPC iXBRL reporting.

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

IFRS for SMEs Compliance

Prepare financial statements using the latest relevant IFRS for SMEs Standard and guidance issued as they evolve.

Seamless Data Imports

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

Automation

Drive continuity from one data source across all statements, notes, disclosures and working papers.

Firm Template Configuration

Configure a firm-specific template that is bespoke to the needs of the organization and drives consistency across engagements.

Built-in Consolidation

Track progress for every engagement and monitor statuses for all engagements across the firm. 

RoleForward 1

Built-in Roll-forward

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

Mapping and Lead Sheets

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

CIPC iXBRL Compliance

Create CIPC iXBRL reports with real-time online validation against the CIPC portal, pre-tagged from the financial statements.

Required Products:

SME Financial Statements

SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.

Caseware Working Papers

Caseware Working Papers

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

In Product Add-Ons:

Caseware Consolidation

Caseware Consolidation

Combine several entities into a single parent company to create consolidated financial statements.

Additional Entity Disclosure:

Prepare financial statements for Trusts, Body Corporates, Close Corporations, Partnerships or Sole Proprietors by adding on additional disclosure.

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. © 2023. All rights reserved.

Trust centre | Privacy Policy | Cookie Policy | PAIA Manual | Message Disclaimer | Complaints Policy | Terms of Use | FAQs

We use cookies to determine how our website is used and help provide tailored online content. For more information see our Cookies Policy.

Caseware + Adapt It Logo

Ask about the Caseware cloud solutions that are empowering firms and organisations to collaborate remotely with clients and colleagues.