--- title: "Caseware Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Caseware. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Caseware is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/caseware-idea-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Audit Software](https://www.softwareadvice.com/audit/) / [Caseware](https://www.softwareadvice.com/accounting/caseware-idea-profile/) / Caseware Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/accounting/caseware-idea-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/caseware-idea-profile/alternatives/) # Caseware User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 35 ### Secondary ratings - Ease of use: 4.1/5 - Customer support: 4.3/5 - Value for money: 4.3/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 19 reviews (54%) - 4 stars: 15 reviews (43%) - 3 stars: 1 reviews (3%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned cons - CaseWare does not feel very intuitive. ## Caseware customer reviews Showing reviews 1-25 of 35 (page 1). ### CaseWare Working Papers is the best software for drafting annual financial statements - Overall rating: 5/5 - Reviewer: Maureen P. - Verified reviewer: Yes - Industry: Accounting - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### CaseWare Cloud: User-Friendly and Simple - Overall rating: 5/5 - Reviewer: Baburam B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Not Intuitive and Poor Training - Overall rating: 3/5 - Reviewer: Kelli M. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used other for less than 2 years - Reviewed: July 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 1/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 3/5 #### 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. --- ### user friendly analytics software - Overall rating: 5/5 - Reviewer: Ivan V. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Caseware for financials - Overall rating: 5/5 - Reviewer: Zolani P. - Verified reviewer: Yes - Industry: Pharmaceuticals - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Very handy but sometimes hard to use - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Functionality: 4/5 #### 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. --- ### Definitely get training so you know ALL the features! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Caseware - Overall rating: 5/5 - Reviewer: Tariro G. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### The most essential software for accountants - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Integrated accounting system - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: September 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### 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. --- ### Nova geração de Software de Análise de Dados ! - Overall rating: 5/5 - Reviewer: Mauro S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2020 - Review source details: This review was submitted organically. No incentive was offered Fabuloso ! O ideal para processo de auditoria contínua através de scripts em VBA agregados a subsrotinas Python. Possui agendador própio de execuçaõ de Scrips e roda em ambiente de 64 bits. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Facilidade de Uso , Versão 64 bit, Integra com outros produtos da CaseWare e cada licença susbscrita recebe espaço para uso da Nuvem Cloud Share, 100% Colaborativo e de rapido aprendizado. Possui interface bi-direciona para utilização com rotinas escritas em linguagem Python O IDEA permite acesso Remoto. As empresas que requerem processamento central de suas informações, agora podem através de uma rede provada VPA, execeutar seus trabalhos em REMOTE ACCESS com a máxima segurança #### Cons O software possui praticamente todos os recursos necessários para serem utilizados em Data Analytics. Não existe uma ainda versão lite que permite selecional apenas uma parte dos recursos do aplicativo. --- ### Cost - Overall rating: 4/5 - Reviewer: Saahil M. - Product usage: Used unspecified for unspecified - Reviewed: August 2015 - Review source details: This review was submitted organically. No incentive was offered Can i please get the details of how much would this software cost me for a single user #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 --- ### CaseWare as audit tool - Overall rating: 4/5 - Reviewer: Darren H. - Verified reviewer: Yes - Industry: Accounting - Company size: 10000+ employees - Product usage: Used weekly for less than 2 years - Reviewed: November 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Great as a repository for documents. Not great as audit software. #### Cons CaseWare does not feel very intuitive. It's a little clunky as it is refreshing. --- ### CaseWare Experience - Overall rating: 4/5 - Reviewer: Hakeem L. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The features help me better to understand audit requirements and steps to follow during the course of the audit. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros CaseWare makes audit working papers to be less complex. It aids the audit engagements to go smoothly with proper audit records keeping. #### Cons The software needs to improve in speed better than the existing speed. --- ### Procesamiento en grande y trazabilidad de las consultas para auditoria - Overall rating: 4/5 - Reviewer: Ricardo G. - Verified reviewer: Yes - Industry: Telecommunications - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered Análisis de información, cruces de información de archivos de tamaño mayor a 5 GB, consultas rápidas aun cuando el equipo no tenga una buena configuración. Opera con menos recursos que los que se recomienda por el fabricante. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros La capacidad para procesar archivos, permite trabajar con archivos de mas de 15 millones de registros, procesamiento rápido, las carpetas creadas para almacenar la información, facilidad para crear la consultas. Herramienta para personas no expertas en sistemas de información. La generación de estadísticas de cada archivo. #### Cons La forma en que crecen exponencialmente los archivos a medida que se hacen consultas y a veces el tamaño de los archivos después de múltiples consultas no permite leerlo. Los ejemplos de la ayuda no son claros para quien quiere utilizar formulas. --- ### Fantastic learning platform! - Overall rating: 5/5 - Reviewer: Jodi M. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered I have never really had training in completing and performing tax computations and tax returns other than in my studies. I have always had to learn through trial and error. Before using tax module, i may have known how to do corporate income tax but I never really understood certain rules and where things go without double checking. This all changed when I started using the tax module as it provides an adaptable platform which shows exactly where and how things make their way into the tax calculation. At first, it's quitetime consuming but once you get the hang of it, you'll never go back to your old system. Instead of sitting for hours in training or worst case scenario, following previous years as guidelines to figure out where everything goes in the tax return, you are able to identify what goes where and why. It has also assisted with turning 3 processes into 1. Everything can be done through the tax module and be exported to eFiling and your operating system. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros Useful learning platform for accountants in training. Turns three processes into one. #### Cons Everything needs to be 100% accurate before exporting. Time consuming at first. --- ### Excellent Tool that helps audit teams - Overall rating: 5/5 - Reviewer: Luz D. - Verified reviewer: Yes - Industry: Accounting - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Is a good tool to allow auditors to make sample selections. It is user friendly once you get the basics of it. #### Cons It gets some getting used to it, but once you do, it is really easy to use again and again. --- ### Caseware makes audits easy - Overall rating: 4/5 - Reviewer: Zaakiya Z. - Verified reviewer: Yes - Industry: Accounting - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Assisted and streamlined all audit projects and allowed for accountability of all team members through signature sign offs. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros The fact that working papers and audit procedures were custom made to the audit firm requirements as well as all the functionalities such as caseview work plans prompting specific testing to be done before sign off. #### Cons Glitches in certain documents and the layout not being user friendly such as the FSA and other caseview documents. --- ### Great tool for small public practice firms. - Overall rating: 5/5 - Reviewer: Grace T. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used other for more than 2 years - Reviewed: January 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I worked in 2 big 4 companies and 1 small public practice firm and think that it was a really great and smart tool that makes financial statement prep, NTRs, reviews and audits more organized. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros That it’s a great way to organize file and its adaptable. I love how leadsheets can be linked to the working papers easily and that there are ways to map the trial balance and financial statements to make your life easier. #### Cons That you can’t open two engagements at the same time to compare files. That the grunt work at the beginning for creating linked FS or mapping accounts requires a bit of know how. --- ### Incredibly useful in audit work - Overall rating: 4/5 - Reviewer: Clint v. - Verified reviewer: Yes - Industry: Accounting - Company size: 1001-5000 employees - Product usage: Used other for less than 2 years - Reviewed: June 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. A great addition to your audit tool suite and invaluable in organizing your work. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 4/5 #### Pros I like the account mapping feature especially, and love the fact that it can be rolled from one audit to the next (YOY). #### Cons It can be confusing to learn at the start, and it's useful to attend training or have someone show you how the tool works --- ### A diversified and handy tool to play with data - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used weekly for less than 12 months - Reviewed: January 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Very easy to use and full of functionalities that you can have at this budget. I specially liked the interface, it allows the users to operate smoothly from the very beginning. #### Cons Some functionalities are missing compared to other high end softwares. But considering their cost it ok to let go of them. --- ### Useful for financial and audit analytics - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 10000+ employees - Product usage: Used daily for less than 6 months - Reviewed: November 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great application for extracting data and using it as an analysis tool. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros This software has very useful features to analyze data. I love how easy it is to import and export data. #### Cons I found it confusing to use at first and takes a while to learn how to use it well. Other than that I have found no other issues. --- ### Don't use it a lot but i like it - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Company size: 51-200 employees - Product usage: Used other for less than 12 months - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is user friendly, very easy to use for a newbie, the interface is modern and fr..esh, is very light and doesn't require a lot of processing power from the host machine #### Cons There is not enough information out there to learn how to use it but i suppose that is more about the company than the software itself --- ### Once you learn it, it is amazing - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Higher Education - Company size: 1001-5000 employees - Product usage: Used weekly for less than 6 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros I really like how easy this software makes business tax and auditing. Our firm has a template created that we use for nearly all of our business clients and it organizes what we do so well. Importing trial balances, adding adjusting entries, and adding other work papers is extremely simple. #### Cons Having to map accounts is very slow and tedious, but I'm not sure there is a way to change that. Also, at first, this software is really confusing, but if you take some time to learn it or have someone train you, then it's fine. It is just a little overwhelming when you first start. --- ### Granular functional analysis software, useful in many applications - Overall rating: 4/5 - Reviewer: Cory W. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I am able to easily import many different types of files and extract specific data based on parameters. #### Cons Multiple license types, takes time to learn. Best method is to work through the tutorials, take training or purchase the IDEA Workbook. ## More reviews [Next reviews](https://www.softwareadvice.com/accounting/caseware-idea-profile/reviews/?page=2) --- Caseware Reviews, Pros and Cons - 2026 Software Advice