Features
Enhancing your productivity
| Seamless content and compliance updates | Eliminates non-compliance risk through seamless updates, saving you from having to manually update content |
| Paperless audits | Digitises all relevant documentation available in one central location |
| Integration with Class Super, superMate, BGL Simple Fund and Simple Fund 360 |
Saves valuable time by automating important file setup and tailoring procedures |
| Dynamic document management | Easily imports and references documents to evidence your audits with ease |
| Optimised content | Uses Smart Procedure technology, saves time on every audit. No more manual tailoring! |
| Audit adjustments | Maintains a clear audit trail by easily documenting audit adjustments in the file |
| File issues | Record your file notes anywhere using Issues, and then review them in one central location |
| Workflow status | Uses ‘Workflow Status’ to assess the progress of each engagement |
| Smart Trial Balance technology | Smart technology automates Materiality Indicators and year-on-year comparisons |
Providing management insights
| Dashboard summaries | Enables decision making by viewing the progress of all engagements in real time |
| Time, Expense, Billing and Cost Analysis modules | Contains powerful tools that help you manage your business performance |
| Assign work volume to auditors and reviewers | Manages engagement allocations and workloads to maximise productivity |
Delivering secure collaboration
| Audit query system | Easier communication with your administrator – from within the file – has never been easier and appending related communications has never been more convenient |
| CaseWare Cloud collaboration tools | Features like Live Chat, Discussions and File Requests make working with colleagues and administrators very easy |
Enabling easy access and data security
| Any device access | Browser-based technology gives you access to your SMSF Audits from any web-enabled device |
| Anywhere access | Provides flexible staffing solutions by enabling access from any location |
| Security | Easily assign tailored access levels to the portal for your staff and clients |
| Automatic cloud backups | Automatic daily backups mitigate the risk of data loss and enable data retrieval to provide added security |
| Cloud platform hosting | Australian-based Amazon Web Services (AWS) houses your data in state-of-the-art, certified data centres, locally and securely |
Training and supporting you
| e-learning program | Comprehensive e-learning modules enable self-paced learning when and where you want it |
| Dedicated support phone and email service | You can count on our reliable full service support team with over 50 years of combined experience in CaseWare audit software |
| Online knowledge base of FAQs | Improved productivity due to an intuitive online knowledge base provides for quick access to FAQs, enabling you to get on with your work faster |