Caseware Reviews & Product Details

Caseware is an extremely powerful and comprehensive audit and accounting platform. It excels in handling large volumes of financial data, automating working papers, and maintaining strong cross-referencing and audit trail integrity. The smart templates, structured work programmes, and built-in risk assessment tools significantly improve audit quality and consistency. The ability to link trial balances dynamically to lead schedules and financial statements is a major strength, and the collaboration features support efficient multi-user audit teams. Review collected by and hosted on G2.com.

Caseware has a steep learning curve, particularly for new users. Initial setup, mapping, and template configuration can be time-consuming. Performance may slow down on very large files, especially during synchronisation. The interface is functional rather than modern, and some advanced customisations require specialist technical knowledge or vendor support. Review collected by and hosted on G2.com.

The ease of use when completing audits stands out. The template files make it simple to break down the various phases of the audit, and setting up workpapers is straightforward. Review collected by and hosted on G2.com.

In my opinion, some of the programs feel quite clunky and outdated, and I believe they should be updated. Review collected by and hosted on G2.com.

File management is available in real time and can be accessed from anywhere through the cloud. Review collected by and hosted on G2.com.

At times, it can take a bit longer for the data to synchronise with the cloud. However, I have noticed a significant improvement in how quickly files are closed. Review collected by and hosted on G2.com.

It's fast to load large amount of data when the data is already clean Review collected by and hosted on G2.com.

The data have to be already clean to be able to be imported into IDEA. There are some formulas which you can use and some macros but is hard to use, almost not documentation available online and there are better alternatives like KNIME which is free and open-source Review collected by and hosted on G2.com.

There are a lot of ways to build efficiencies with CaseWare Working Papers especially utilizing CaseView documents' rollforward properties, linking, carryforwards, etc. I appreciate the ability to jump to workpapers that you know the reference for also. Review collected by and hosted on G2.com.

Set up of documents is very time-consuming, and there is a lot to learn with the software. There is always numerous ways to do things and you typically figure out the harder ways first and then learn the easier ways in time or from a heads up from someone else. It can get messy when two people are in one workpaper at once and making changes simultaneously to then have to go back and decide which copy to keep and then trace back to make any needed updates from the other version. Review collected by and hosted on G2.com.

Our firm has been using CaseWare Working Papers for years. The integration into CaseWare Cloud has allowed for better collaboration and remote work, especially through the Covid-19 pandemic with us all working from home. Review collected by and hosted on G2.com.

My only complaint so far is that when I have "tags" visible in the Working Papers document manager, scrolling is slightly less responsive than I would like. It also scrolls in a slightly clunky way. Review collected by and hosted on G2.com.

Allows analyzing a large amount of data easily Review collected by and hosted on G2.com.

The interface is not visually pleasing. Review collected by and hosted on G2.com.

CasewareIDEA actually leverages the latest technology which is an advantage for business analytics and auditors in the financial industry. I love the fact that it seamlessly provides key insights in trends , patterns and allows financial audits to be tailored to the specified need of the audit. It allows transferring of data from other sources to CasewareIDEA making it easier to carry out an audit. It has the more than just the standard tests needed to conduct a Financial Audit and also implements a risk-based sample model. It works in conjunction with Adapt IT and allows us to facilitate the audit from the consolidation phase to advanced analyses phase for any financial audit or business analysis. It includes project management and billing software. Review collected by and hosted on G2.com.

It does require training to use it to the full capacity however that is actually within the norm for any advance business software. It would require training for the usage and there are so many functions that it would require continuous training but once that is facilitated there is no going back to your old audit software I suppose personally. Review collected by and hosted on G2.com.

Tracking unbilled WIP and the reports were very comprehensive Review collected by and hosted on G2.com.

Timesheets weren't as detailed as we would have liked them to be Review collected by and hosted on G2.com.

user friendliness but lack some of the functions i want Review collected by and hosted on G2.com.

too expensive

lack of established user group Review collected by and hosted on G2.com.