Caseware Reviews & Product Details

Caseware Cloud's integration with the AICPA and CPA.com allow me to sleep easy knowing the methodology prescribed in its cloud solutions are consistent with professional standards. The addition of the workflow-integrated AI functionality with Verity appears to be a reliable solution to my team's desire to integrate AI solutions with our day to day auditing as well. Review collected by and hosted on G2.com.

In the last 12 months, my team transitioned from Working Papers to Caseware Cloud. There are certain limitations with the cloud-based solutions that were valuable features in Working Papers. Although CW support is always receptive to recommendations, there is little visibility into which features are being prioritized by their solutions group and timelines on the implementations of those features in the cloud platforms. Review collected by and hosted on G2.com.

I think Caseware is really terrific for handling technology issues and ensuring compliance when performing audits. It offers both audit software and quality management features, which many of our clients need to finish their audits efficiently. It's great that the platform helps move away from outdated spreadsheets, solving document and quality control issues, and maintaining consistency across audits to make them cleaner and more succinct. I find their forward-thinking approach, especially with new products like Verity, very impressive, as they are looking towards the future of the audit industry, which is crucial for staying competitive. Review collected by and hosted on G2.com.

I don't have anything in particular that I have issues with as far as Caseware. I just think the only recommendation is as you scale, it's really important to maintain relationships and contacts at the customer level beyond just the top tier customers, but across the board so that everybody from top to bottom is having a good experience. And that just relies on having an adequate and full-fledged customer success and support team to be there just in case issues do arise. Review collected by and hosted on G2.com.

I like that Caseware gives our firm the ability to perform all of our assurance engagements in the same location, quickly and easily. I also find it valuable that within the Caseware cloud platform, I can open multiple tabs to access different engagement files at my fingertips, whether it's the current year engagement, the prior engagement, or a similar one. Having everything in the cloud ready and accessible, without needing to download and sync copies, is a huge plus. Review collected by and hosted on G2.com.

I think there is an opportunity to improve the AI initiatives at Caseware and to better integrate those with what already exists inside of the platform. The platform could use some work to support larger, more complex engagements. There are functionalities around being able to import a budget template through the trial balance and data import that could be improved upon. Setting up various permission groups was a bit difficult based on employee level and the types of tasks they should be able to do. Review collected by and hosted on G2.com.

We like the cloud-based software and collaborative abilities of Caseware, as well as the all-inclusive package. We can truly start and finish an engagement within the platform from engagement letter to financial statement preparation. Review collected by and hosted on G2.com.

Our experience with Caseware thus far has been entirely positive and we have nothing negative to say! Caseware is solving challenges for us on the organizational level. Review collected by and hosted on G2.com.

I find Caseware to be the best tool for Audit Review Compilation and Consulting Work. I think it's essential for all auditors and practitioners and wouldn't work without it. I appreciate that it's easy to use and simplifies work, especially work documentation. The initial setup was very easy. Review collected by and hosted on G2.com.

Incorporating more AI to work that's the plan! Review collected by and hosted on G2.com.

Ease of use and presentation. Great customer service as well. Review collected by and hosted on G2.com.

Should integrate with tax return and may be able to get into tax as well to make a complete solution. Review collected by and hosted on G2.com.

Innovation and intuitiveness of the software Review collected by and hosted on G2.com.

The dynamic tables within the financial statements can be pretty clunky. It would be nice if those table could mimic an excel table. Review collected by and hosted on G2.com.

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.

They’re willing to hear feedback so they can keep improving an integrated product, and they continue to innovate and refine it over time. Review collected by and hosted on G2.com.

The cloud version has limited trial balance functionality compared with what was available in the desktop version. 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.