AuditBoard
Connected risk management platform offering audit, SOX compliance, risk assessment, and controls management for accounting firms and audit teams.
CaseWare
Website: www.caseware.com
CaseWare at a glance
- Best for
- Firms performing audits, reviews, and compilations
- Pricing model
- Per user licence, by product line
- Deployment
- Desktop (Working Papers) and cloud (CaseWare Cloud)
- Regions
- Global, with localised methodologies
- Key integrations
- Xero, QuickBooks, Sage, Excel
Last reviewed . Pricing and features change frequently — confirm current details with the vendor.
CaseWare is an audit and financial reporting platform used for engagement management, data analytics, and working paper production, with methodology-driven workflows guiding teams through planning, risk assessment, fieldwork, and reporting.
How accounting firms use it
Its function is consistency. Audit quality reviews turn on whether the same standard of documentation was applied across engagements, and a methodology-driven platform enforces that structure rather than relying on each manager’s judgement. Content packs supply the programme and documentation templates aligned to the applicable framework, updated as standards change.
Trial balance import from client accounting systems feeds both the workpapers and the financial statements, so figures flow through to the statutory accounts without re-keying — the point at which errors most often enter the process.
Key features
Working papers link supporting documentation to trial balance figures, with sign-off and review states recorded per schedule. Reviewer notes and clearance are tracked in the file, which forms part of the evidence that review actually occurred.
Analytics test entire populations rather than samples, identifying duplicate payments, sequence gaps, unusual journal timing, and transactions outside expected patterns. Financial statement generation produces compliant statutory accounts from the engagement file under the applicable framework.
Cloud collaboration allows reviewers and partners to work the file concurrently with staff in the field.
Who it’s best for
Firms performing financial statement audits, reviews, and compilations that need a structured methodology platform and a defensible documentation trail. It is used across small, mid-sized, and large practices, with particularly deep adoption in the UK, Canada, and Australasia.
Firms doing only compilations or bookkeeping rarely need this level of structure. TeamMate+ covers internal rather than external audit, and AuditBoard addresses risk, controls, and SOX compliance rather than assurance engagements.
CaseWare FAQ
- What is the difference between CaseWare Working Papers and CaseWare Cloud?
- Working Papers is the long-established desktop engagement file where trial balance, workpapers, and financial statements are assembled. CaseWare Cloud adds browser-based collaboration, review, and file sharing. Many firms run both, with fieldwork in Working Papers and review or client interaction through Cloud, though the product direction is toward cloud-native engagements.
- Does it include an audit methodology?
- The platform is methodology-driven, with content packs supplying the programme, risk assessment, and documentation structure. Methodology content is localised — different packs apply for ISA, US GAAS, and various national frameworks — and is typically licensed separately from the software itself, which is a common source of confusion when comparing quotes.
- Does it handle data analytics?
- Yes. Analytics run over full client datasets rather than samples, testing for duplicates, gaps in sequences, unusual journal entries, and out-of-pattern transactions. For firms moving from sample-based testing toward full-population analysis, this is usually the reason for adopting it rather than the workpaper management alone.
- What are the main alternatives?
- Wolters Kluwer's CCH ProSystem fx Engagement and Thomson Reuters' AdvanceFlow are the main competitors in the US. TeamMate+ serves internal audit rather than external assurance. In the UK and Australasia, CaseWare has a particularly large installed base, so the practical alternative is often the methodology provider a firm's professional body recommends.
CaseWare Alternatives
Other audit & assurance tools for accounting firms, ordered by how much of CaseWare's functionality they cover.
Confirmation.com
Online audit confirmation platform for accounting firms to electronically send and receive bank and legal confirmations.
TeamMate+
Audit management software by Wolters Kluwer for risk assessment, audit planning, fieldwork management, and reporting.