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Working Papers

by CaseWare International · Since 1988
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorCaseWare International
Year launched1988
StatusActive
Location351 King St East, Suite 1100, Toronto, ON M5V 1J6, Canada
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Working Papers

Caseware Working Papers by Caseware International is a robust audit and assurance platform built for professional accounting firms, auditors, and corporate finance teams that require highly structured engagement management and compliance automation.

Caseware Working Papers by Caseware International is a robust audit and assurance platform built for professional accounting firms, auditors, and corporate finance teams that require highly structured engagement management and compliance automation. Designed as a comprehensive desktop-based solution, the software centralizes financial statement preparation, audit documentation, trial balance management, and engagement workflows within a single environment. Its interface follows a traditional Windows-style layout with multi-window navigation and organized folder hierarchies for schedules, checklists, and supporting documents, though the platform’s complexity creates a steep learning curve for new users unfamiliar with advanced accounting systems. One of Working Papers’ greatest strengths is its dynamic data-linking engine, which automatically synchronizes adjustments and updates across all connected schedules, disclosures, and financial statements, significantly reducing manual errors and repetitive data entry. The software also excels in compliance management through automated tie-out validation checks and its Embedded Continuity feature, which efficiently rolls forward prior-year files, templates, and mappings to streamline future engagements.

Pros & Cons

Pros
  • Automatically updates linked workpapers, reducing manual reconciliation and improving accuracy.
  • Rolls forward prior year files to maintain consistency and accelerate the start of new engagements.
  • Imports data from a wide range of accounting systems, minimizing manual data entry.
  • Provides a secure client portal for managing Prepared By Client (PBC) requests.
Cons
  • Pricing is not publicly available and requires contacting the sales team for a quote.
  • The core application is a desktop-only solution, which may offer less flexibility than cloud-based alternatives.
  • A detailed list of the 60+ supported accounting system integrations is not published on the website.

Features

Key features

60+ Accounting System Imports

Imports trial balance or general ledger data directly from more than sixty distinct accounting systems without manual rekeying.

Connected Dynamic Workpapers

Links trial balance figures, lead schedules, and supporting documents together so modifications update every reference automatically.

Automated Tie-Out Validations

Uses built-in data validation tools and automatic source-balance tie-outs to instantly flag transactional anomalies and reporting errors.

Embedded Year-Over-Year Continuity

Rolls forward previous year engagement files, documents, and system account mappings safely into a familiar structure.

Secure Integrated PBC Portal

Organizes evidence collection through a protected client portal built specifically for handling Prepared By Client (PBC) document requests.

Additional features

60+ Accounting System Imports

Onboards trial balance data and general ledger details from over sixty systems and exports mapped data directly to tax tools.

Connected Dynamic Workpapers

Synchronizes totals, cross-references, and notes across lead schedules and supporting papers whenever changes are made.

Automated Tie-Out Validations

Performs built-in source balance tie-outs to locate data anomalies and lower reporting risks.

Embedded Year-Over-Year Continuity

Copies forward prior-year files and structured account mappings to accelerate the setup of new engagement files.

Secure Integrated PBC Portal

Streamlines evidence gathering by hosting a secure portal for managing Prepared By Client (PBC) requests.

Firm-Fit Custom Templates

Standardizes engagement layouts using pre-built software templates or uniquely tailored, custom firm templates.

Client-Ready Export Reporting

Generates polished financial statement packages that can be exported instantly to PDF for client presentation.

Unified Ledger Linkage

Connects raw trial balance files directly to adjusting entries, financial statements, and lead schedules within one file.

Real-Time Insight Tracking

Delivers continuous background visibility into active working paper updates with secure remote access options.

Document Management Mapping

Transfers fully mapped accounting data out to Microsoft Excel or specialized external document management applications.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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