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Working Papers

A flexible and intuitive platform for managing assurance and accounting working papers

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Deliver high-quality engagements with seamless integrations

Caseware Working Papers is a flexible engagement management platform that integrates everything you need to provide accurate assurance and reporting results. It delivers a one-stop location for your data.

Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents. You can significantly decrease manual effort associated with an engagement while improving the transparency, consistency and quality of your team’s work.

Features

Seamless data imports and exports to document management systems

Import trial balance or general ledger details from over 60 accounting packages and applications like Word, Excel, PDF and others. With smart integrations, the engagement data is easily exported to tax packages and other document management systems.

Powerful document management platform for added efficiency

Access a comprehensive working paper management system with a wide range of capabilities for delivering efficient accounting services. Gain full visibility for engagement workflows, allowing all authorized users to access documents regardless of their location.

Roll forward for embedded continuity from one year to the next

Maximize your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes information from your existing engagement and rolls forward selected information to the next year, saving time and effort.

Boost information sharing with centralized and accessible data

Enhance engagement transparency and easily address questions that arise by retaining all engagement information and supporting materials in one conveniently accessible location. This helps eliminate stress, confusion and unnecessary delays.

Benefits

Create next-generation reporting

Create next-generation reporting

Our purpose-built accounting software turns any documents, including financial statements, into a cost-effective report, immediately ready for client, stakeholder or external accountant review. Even PDF versions can be easily created and shared.
Enhance client communication

Enhance client communication

Quickly and securely send contacts, signed letters and supporting documents using Caseware PBC. By easily managing information requests and aligning them with engagement status, you can respond individually or in aggregate.
Depend on data to minimize risk

Depend on data to minimize risk

Integration with Caseware IDEA brings analytics directly into your workflows and minimizes the risk of error or data inconsistency. This allows you to provide valuable insights to your stakeholders and ensure their continued business.
Work together effectively

Work together effectively

Activating the SmartSync module in Caseware Working Papers allows team members to collaborate efficiently on the same engagement file. This benefit is possible even from different locations, eliminating the hassles of version control.
Customize processes

Customize processes

Build intelligent documents, including financial statements, reports and work programs, based on your specific project needs or business requirements. Use the CaseView module within Working Papers to support smoother organization-wide adoption.

Supporting Components

Guidance that simplifies audit and assurance

Templates developed in line with professional standards to simplify the lives of accountants.

  • Audit

    Technology-leveraged practice aids based on International Standards of Auditing (ISA). Contact your distributor for regional ones.

  • Review & Compilation

    Localized practice aids for performing review and compilation engagements based on regional standards.

  • Financial

    Templates for financial statement preparation for corporations and the public sector based on IFRS and regional accounting standards.

  • Tax

    Caseware also offers templates for corporate tax engagements in some regions that may or may not include tax return filing.

Capitalize on embedded capabilities within Caseware’s advanced software

Enhance your experience with Caseware Cloud and drive the best results possible with these robust modules.

  • SmartSync
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    Provide your team with up-to-date changes to working papers, allowing them to collaborate on engagement files in real time, reducing project delays.

  • CaseView
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    Create a work paper from scratch, including client-ready financial statements, as well as checklists, custom documents and financial reports.

  • SmartAnalyzer
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    Caseware IDEA licensees can use this module to run more than 80 guided, risk-based analytic tests on general ledgers, subledgers and journal entries.

Gain data-driven insights to better inform your engagements

Achieve unparalleled results on your engagements with utilities that link the Working Papers platform and other applications for data access.

  • Caseware Connector
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    This Microsoft add-on for Working Papers lets you automatically synchronize trial balance data to your Microsoft Word or Excel documents.

  • CloudBridge
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    CloudBridge is a powerful tool enabling users to seamlessly transfer data from Caseware Working Papers to a cloud engagement.