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description: Review of Caseware Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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# Caseware

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> Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk assessment to review and completion—so teams can collaborate seamlessly and deliver work with confidence. With 30+ years of industry partnership and a deep commitment to audit quality, Caseware helps firms achieve faster turnaround, stronger client relationships, and greater peace of mind knowing their data is protected.
> 
> Verdict: Rated **4.5/5** by 35 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 35 Reviews |
| Ease of Use | 4.1/5 | Based on overall reviews |
| Customer Support | 4.3/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: CaseWare International
- **Founded**: 1995

## Commercial Context

- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: Contact CaseWare International for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Supported Languages**: Dutch, English, French, German, Spanish
- **Available Countries**: Australia, Canada, Germany, Netherlands, Singapore, South Africa, United Kingdom, United States

## Features

- Accounting
- Activity Dashboard
- Audit Planning
- Audit Trail
- Client Management
- Compliance Management
- Dashboard
- Dashboard Creation
- Data Discovery
- Data Visualisation
- Document Management
- Drag & Drop
- For Accountants
- Multiple Data Sources
- Risk Assessment
- Sales Trend Analysis
- Search/Filter
- Task Management
- Timer
- Trend Analysis

## Integrations (7 total)

- FreshBooks
- Microsoft Power BI
- QuickBooks Online
- Sage 50 Accounting
- Sage Accounting
- Validis
- Zoho Books

## Support Options

- Email/Help Desk
- FAQs/Forum
- Phone Support

## Category

- [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software)

## Related Categories

- [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software)
- [Audit Software](https://www.softwareadvice.co.uk/directory/4188/audit/software)
- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Data Analysis Software](https://www.softwareadvice.co.uk/directory/535/data-analysis/software)

## Alternatives

1. [AuditBoard](https://www.softwareadvice.co.uk/software/41287/soxhub) — 4.7/5 (414 reviews)
2. [TeamMate Audit](https://www.softwareadvice.co.uk/software/156634/teammate-am) — 4.3/5 (116 reviews)
3. [Scrut Automation](https://www.softwareadvice.co.uk/software/514978/Scrut) — 4.9/5 (139 reviews)
4. [Netwrix Auditor](https://www.softwareadvice.co.uk/software/142030/netwrix-auditor) — 4.5/5 (212 reviews)
5. [Hyperproof](https://www.softwareadvice.co.uk/software/185722/hyperproof) — 4.8/5 (105 reviews)

## Reviews

### "CaseWare Working Papers is the best software for drafting annual financial statements" — 5.0/5

> **Maureen** | *26 May 2023* | Accounting | Recommendation rating: 9.0/10
> 
> **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 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.

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### "CaseWare Cloud: User-Friendly and Simple" — 5.0/5

> **Baburam** | *21 December 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

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### "Not Intuitive and Poor Training" — 3.0/5

> **Kelli** | *31 July 2020* | Insurance | Recommendation rating: 5.0/10
> 
> **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.
> 
> 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.

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### "user friendly analytics software" — 5.0/5

> **Ivan** | *28 December 2018* | Law Practice | Recommendation rating: 8.0/10
> 
> **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.
> 
> 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.

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### "Caseware for financials" — 5.0/5

> **Zolani** | *7 September 2021* | Pharmaceuticals | Recommendation rating: 10.0/10
> 
> **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.

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## Links

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## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/accounting/caseware-idea-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/71779/caseware-idea> |
| en-GB | <https://www.softwareadvice.co.uk/software/71779/caseware-idea> |
| en-IE | <https://www.softwareadvice.ie/software/71779/caseware-idea> |
| en-NZ | <https://www.softwareadvice.co.nz/software/71779/caseware-idea> |
| fr | <https://www.softwareadvice.fr/software/71779/caseware-idea> |

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