Toronto, Ontario
1988
Large (501-1,000 employees)
The Caseware Platform is a connected cloud environment for audit, assurance, financial reporting, analytics, and related accounting workflows. It provides a shared foundation for Caseware’s portfolio of purpose-built products, allowing firms to standardize engagement processes, connect financial data, embed methodology, and apply analytics and AI across different service lines.
— DAS Audit supports cloud-based financial statement audit engagements with embedded methodology, risk assessment, documentation, review, and reporting workflows.
— DAS PCR supports preparation, compilation, and review engagements through standardized workflows and financial statement preparation tools.
— DAS EBP provides purpose-built workflows for employee benefit plan audits, including engagement documentation and compliance-focused procedures.
— Caseware Sherlock applies analytics and AI to engagement data to help teams identify unusual activity, risks, and areas requiring further investigation.
— Caseware Validate automates financial statement and document validation to help identify inconsistencies, calculation issues, and disclosure errors before finalization.
— Caseware Verity uses AI-assisted capabilities to support audit and assurance work, helping professionals analyze information and automate selected engagement tasks.
Across these products, the Caseware Platform provides shared data, configurable workflows, role-based access, collaboration, and controlled methodology updates. Firms can use individual Caseware products for specific engagement types while maintaining a more consistent technology environment across their assurance and reporting practices.
For accounting firms, Caseware is designed to improve engagement consistency, reduce manual work, strengthen review and documentation, and introduce analytics and AI within governed professional workflows rather than as separate point solutions.
All Firm Sizes
Managing Partner / Firm Owner; Audit Partner; Technology Director / IT Lead; Innovation Lead / Digital Transformation Lead
Custom Pricing
Phone, Email
Not Provided
Not Provided
Official overview of Caseware’s connected platform, including shared engagement services, embedded methodology, AI and analytics, scalability, and the products that operate on the platform.
Explains Caseware’s API strategy and ecosystem integrations for connecting practice systems, engagement data, automation and intelligence workflows.
Details platform security controls including encryption, access controls and security certifications relevant to firms evaluating cloud assurance technology.
Collection of Caseware customer stories, product resources, webinars, research and other buyer-oriented materials across audit, reporting and practice transformation use cases.
Audit Partner and Head of IT, Mark J Rees
Associate Director, Wright Vigar
Senior Audit Manager, Ballards LLP
It connects planning, fieldwork, review, reporting and related engagement workflows in one cloud environment, with shared data, methodology, analytics and governance across Caseware applications.
Caseware positions the platform across audit, compilations and reviews, financial reporting, tax and adjacent professional services, with specific applications extending the shared platform into each workflow.
AI and analytics are embedded in engagement workflows to reduce manual effort, identify risk or inconsistencies earlier, strengthen evidence and accelerate work while preserving professional oversight and judgment.
Yes. Caseware describes standards and methodology as embedded directly into workflows, with controlled updates and preserved auditability rather than relying on separate reference materials or disconnected checklists.
Caseware supports APIs and pre-built ecosystem connections. Official documentation verifies integrations or connectors with Validis, Xero and QuickBooks Online, with additional data-import options available for other accounting systems.
Caseware documents encryption in transit and at rest, role-based access controls and multi-factor authentication. Caseware Cloud also maintains independent certifications and attestations including ISO 27001:2022 and SOC 2 Type 2.
Caseware’s U.S. support page lists phone and email support, along with product documentation, a knowledge base and the MyCaseware customer portal for support requests and account resources.
Caseware directs prospective buyers to its sales team and demo process rather than publishing a standard platform starting price, so pricing should be treated as custom and confirmed directly with Caseware.
Yes. Caseware positions the platform around a shared data foundation, configurable workflows, role-based access and connected applications that can extend across teams, service lines and jurisdictions.
It is a strong fit for firms seeking to standardize regulated engagement workflows, modernize audit and reporting processes, improve review visibility, connect engagement data and introduce analytics or AI within a governed professional workflow.
