Caseware 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Caseware

4.5

(35)

Pricing

Pricing available upon request

About Caseware

Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk assessment to review and completion—so teams can collaborate seamlessly and deliver work with confidence. With 30+ years of industry partnership and a deep commitment to audit quality, Caseware helps firms achieve faster turnaround, stronger client relationships, and greater peace of mind knowing their data is protected.

Caseware Screenshots

Caseware Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Caseware Features

Popular features found in Audit
Alerts/Notifications
Audit Trail
Corrective and Preventive Actions (CAPA)
Dashboard
Document Management
Document Storage
Forms Management
Inspection Management
Issue Management
Risk Assessment
Task Management
Workflow Management
More features of Caseware
Accounting
Activity Dashboard
Audit Planning
Client Management
Compliance Management
Dashboard Creation
Data Discovery
Data Visualization
Drag & Drop
For Accountants
Multiple Data Sources
Sales Trend Analysis
Search/Filter
Timer
Trend Analysis

Caseware Integrations

Microsoft Power BI

Validis

Sage Accounting

Zoho Books

FreshBooks

Sage 50 Accounting

See all 7 integrations

Caseware User Reviews

Overall Rating

4.5

Ratings Breakdown

54%

43%

Secondary Ratings

Ease of Use

4.1

Value for money

4.3

Customer support

4.3

Functionality

4.4

Maureen P.

Verified reviewer

Accounting

201-500 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

CaseWare Working Papers is the best software for drafting annual financial statements

CaseWare Working Papers is an excellent piece of audit software, and it is ideal for drafting annual financial statements for clients. As long as Working Papers are kept up to date with the latest patches and software updates available, the annual financial statements will be in compliance will all relevant accounting standards and legislation. For example, recently in South Africa, the company tax rate was updated from 28% to 27% (in the past year, February). Since updating to the latest version of CaseWare Working Papers, all templates have been updated to incorporate this change in tax legislation. I don't have to stress about compliance issues, as Working Papers stays up to date with all the latest changes.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Throughout my 3 years of audit articles, I used CaseWare Working Papers to perform audits (documentation of all audit work performed was done in Working Papers) and draft annual financial statements. In my current role, Working Papers are mostly used for just drafting of the annual financial statements for clients. I enjoy using CaseWare Working Papers to draft financial statements, because all relevant standards are available, and templates can be easily loaded into the program when needed. In addition, annual financial statements can be entirely customized according to client preference, while taking into consideration compliance with the relevant standards.

Cons:

There are no issues that are noteworthy. It is just a pity that CaseWare Working Papers cannot be 100% integrated into my own audit firm's in-house developed audit software. Other than that, CaseWare Working Papers is a very good audit software.

Baburam B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2024

CaseWare Cloud: User-Friendly and Simple

CaseWare Cloud offers a user-friendly interface, making navigating and generating financial statements easy. It is better software for audit and accounting firms to compile the financial information and prepare the financial statement as required by CPA Canada. We don't have to worry about anything if we are able to input the correct trial balance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The cloud version is elementary and straightforward. I used the desktop version earlier, but it was very easy to navigate the software and data after we switched to the cloud version. I also worked to get financial statements from the provided trial balance and other information.

Cons:

There is no such thing that disappoints me about caseware cloud.

Kelli M.

Verified reviewer

Insurance

11-50 employees

Used other for less than 2 years

Review source

Reviewed July 2020

Not Intuitive and Poor Training

We have been able to audit items that would not have been able to be done any other way and it has greatly improved our ability to complete certain tasks. Besides the need for training to use the software and the training available being horrible, it is a useful product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It provides the ablility to compare two large data sets relatively easily.

Cons:

I have been using and testing software for about 25 years and this is least intuitive software I have every seen. It is buggy to change connections or setup connections especially with ORACLE databases. We paid for users to be trained and the training was terrible. It was a waste of money to pay for employees to travel and sit in a training for a week and the teacher was horrible. It was a huge disappointment and no one at the company seemed to care. This instructor had a reputation of being terrible according to others in the class with our employees.

Ivan V.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2018

user friendly analytics software

Overall the software is great because it has been developed with the end user in mind. If I were to choose between IDEA and other auditing and data analytics software I would prefer IDEA because it offers a comprehensive set of features for data audits.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First off, the documentation of the software is comprehensive and clear. Secondly the software allows auditors to work on the host locally as well as using a server, allowing entire teams to share data together. Finally the software supports an extensive list of data formats, from XML to different kind of database formats and as a bonus it has scripting options.

Cons:

When working with a remote server, the software tends to lock up during data load. This ensures the integrity of the data, but it's makes the user feel as if the software is unresponsive.

Zolani P.

Verified reviewer

Pharmaceuticals

201-500 employees

Used monthly for more than 2 years

Review source

Reviewed September 2021

Caseware for financials

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It made preparation of financials seamless. Eliminated common errors and improved the standard of the financials including IFRS updates.

Cons:

Not an easy software to teach first timers. One needs an environment where they will use the software on a daily basis to grasp the concepts.

Reasons for choosing Caseware

I was familiar with the product from my auditing years.

Reasons for switching to Caseware

These two were not packed to assist financial reporting. One had to build their own non responsive financial report.

Verified

Reviewer

Accounting

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed July 2020

Very handy but sometimes hard to use

Good overall experience, very helpful. Take a minute to get the hang of it but very pleased with the software.

Ratings Breakdown

Ease of use

Functionality

Pros:

I love the functions of this software, helps me cut the time it takes to do my accounting processes in half. Makes my job much easier!

Cons:

The functionality could be improved upon. Some features are hard to use and the software is subject to freezing and crashing.

Verified

Reviewer

Computer Software

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Definitely get training so you know ALL the features!

Great customer service, licensing can be a bit cumbersome, but overall, a very user friendly and workable tool for any audit or financial analysis need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Highly granular functions, amazing array of pre-made tests, fast and efficient, great automation.

Cons:

Needs buttons for functions, writing them can be complex. Training really helps with this!

Tariro G.

Verified reviewer

Accounting

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed June 2019

Caseware

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

my worf low is greatly enhanced since I started using this software. It really makes everything simpler and much more efficient. Also they have great customer service.

Cons:

I have found that the update process does tend to take a while.

Verified

Reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

The most essential software for accountants

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I could not imagine by workflow without this software. It has simplified and streamlined my entire workflow, increase efficiency and billings.

Cons:

The update process is till burdensome and feels like data may be lost.

Verified

Reviewer

Accounting

10000+ employees

Used daily for less than 2 years

Review source

Reviewed September 2019

Integrated accounting system

Ratings Breakdown

Ease of use

Functionality

Pros:

I use this software as a corporate tax accountant. It helps greatly with data analysis in areas such as revenue and inventory and creates streamlined final accounts and returns.

Cons:

Because of the amount of data stored the software can be slow to respond and update. Errors can also take a long time for their internal team to fix.

Showing 1 - 10 of 35 Reviews

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