CaseWare Cloud

Your secure, Cloud-based collaboration environment

Combining social networking, client portal, document management, engagement tracking and dashboard mining, CaseWare Cloud is a secure cloud-based collaboration environment for accountants and auditors that is sure to improve the way your staff work together and with clients.

Through CaseWare Cloud, workspaces are available for all your staff and their business contacts. These not only provide the contact information needed, but also group those involved into multiple entities to accomplish different kinds of work. An entity is a workspace in the cloud environment where the staff associated to it can share activities and files, and track what is going on through a dashboard. Their contacts will also be available to them from this workspace and your people can share activities, files, and notifications with them. With hassle-free updates, any-device access and new ways of tracking your engagements, CaseWare Cloud elevates your collaboration efforts to a whole new sphere.

Moreover, Cloud integrates both the power of CaseWare Tracker and SmartSync Server to provide Working Papers users with a new kind of collaboration experience for their engagements. Staff working on an engagement can use both Working Papers and Cloud to work more efficiently and productively as a team. People can be added as contacts in order for the team to share messages and files with them in a secure environment. Staff can store files for an engagement in Cloud or stage them there to include in a client file in Working Papers later on. With Cloud, each of your engagements has an associated community of people working and communicating together securely.

CaseWare Cloud allows you to take control of your firm through unprecedented visibility into your engagements. It permits you to centralise your engagements, allowing team members to work simultaneously on the same, and updated, Working Papers file. And the fact that you can track time, bill clients and perform analysis from any web-based device means that your mind is at rest that time and billing is also under control.