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