Working Papers

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Caseware Working Papers is flexible project management software that integrates everything you need to conduct assurance and reporting engagements.

It provides a one-stop location for your data – which allows for real time collaboration, direct scanning, online review, efficient clean-up, sophisticated lock-down and advanced roll-forward. Access to all the information you need during an engagement is readily available, with data linked so that any changes you make flow through to all related documents.


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Key Features

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Working Papers

With powerful document management, real-time collaboration, direct scanning, online review, efficient clean-up, sophisticated lockdown and advanced roll-forward, Working Papers lets you work smarter and faster than ever before.
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Financials Product Connector  


Connector is a Microsoft add-on for Working Papers that enables you to automatically synchronize your trial balance data to your Microsoft Word or Excel templates.

Link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.


Caseware SmartSync technology takes collaboration to the next level by providing everyone on your team with up-to-date changes to working papers without the need to manage synchronization. Team members can work on local copies of a client file in real-time, with each file synced automatically in the background.

With SmartSync, you can reduce project down time; momentum is never lost by the need to wait for someone to return or pass on a file. If you are offline, your changes will be updated the next time you connect to the network. Collaboration is easy and seamless – just like it should be.
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