Standard engagement files
Use templates, checklists and working papers within a shared structure.
- Standardise file structures
- Define team roles
- Track methodology steps
Engagement file management
Keep working papers, reviews and team collaboration organised.
Working Papers provides a controlled environment for preparing and reviewing engagement files and helps teams follow a consistent methodology.
Product features
Manage the full engagement file lifecycle in one place
Track working papers, review notes, changes and completion steps in a structured file from planning through finalisation.
Review note management
Connect review notes to the relevant working paper and keep resolution progress visible.
- Track open notes
- Assign owners
- Manage completion status
Consistency across teams
Support the same quality steps across different teams and engagements.
- Use shared templates
- Protect the firm methodology
- Reduce repeated information
Key benefits
More organised files and controlled review workflows
Structured files
Keep working papers and supporting evidence in a meaningful structure.
Visible review
Track open notes, owners and completion status more easily.
Firm consistency
Standardise templates and methodology use across teams.
Easier handover
Preserve engagement history and context as team members change.
Reorganise your engagement files
Move working papers out of email and fragmented folders.
We can review your current file structure and identify the right Working Papers implementation approach.
Frequently Asked Questions
Template and methodology requirements are reviewed during discovery, and suitable content can be adapted to the standard engagement structure.
Team working, file sharing and review are planned according to the selected implementation model.
Archiving, rollover and new-period setup are agreed against the organisation’s current file structure.
Yes. Training can be planned separately for preparers, reviewers and managers.
Yes. A demo can cover the engagement structure, review workflow and reporting steps relevant to your team.
The Caseware approach
Support quality throughout the engagement, not only at the end
Working Papers helps teams deliver more explainable and consistent engagements by preserving file structure and the review trail.
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more connected future.
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