Caseware Audit
caseware.com
What it is
Caseware Audit is a web and Windows audit workflow covering planning through sign-off. It connects trial balance data with risks, procedures, evidence, notes, issues, and sign-offs in one live file, so team updates appear in real time. PEG-aligned planning uses guided prompts to tailor pre-built content and align objectives, risks, and procedures. Integrated journal-entry analytics identify anomalies and trends for focusing audit testing. AI assistance can summarize client support, extract details, and answer audit questions in context. From mapped accounts, the product can generate draft ASPE and ASNPO statements and export GIFI data to a tax-preparation tool. It supports engagements under International Standards on Auditing and Canadian Auditing Standards. Imports can come from Caseware Working Papers, desktop accounting software, engagement files, Excel or CSV, and structured accounting files. Caseware lists workpaper templates, evidence collection, review workflows, audit reporting, and a client portal. Cloud data uses AES-256 encryption at rest, TLS in transit, multifactor authentication, and role-based access controls. Pricing is available on request.
Spec sheet
- Purpose
- Caseware Audit is a cloud audit workflow for planning through sign-off, connecting trial balance data, risks, procedures, evidence and sign-offs.Read 5 Oct 2026 · caseware.com
- Security
- Caseware says platform data is encrypted with AES-256 at rest and TLS in transit, with multi-factor authentication and role-based access controls.Read 5 Oct 2026 · caseware.com
- Compliance
- Caseware says independent third-party audits are conducted for ISO 27001 and SOC 2 compliance for its Cloud services; SOC 2 reports are provided to clients under NDA.Read 5 Oct 2026 · caseware.com
- Support
- Caseware support lists weekday hours of Monday to Friday, 9 AM to 7 PM EST, and provides support by email.Read 5 Oct 2026 · caseware.com
- Headquarters
- Toronto, Ontario, CanadaRead 28 Sep 2026 · caseware.com
- Founded
- 1988Read 28 Sep 2026 · caseware.com
- Company
- Caseware states it was founded in 1988 and has its principal place of business in Toronto, Ontario, Canada.Read 5 Oct 2026 · prd-webflow.caseware.com
- AI assistance
- AI support can summarize client support, extract key details and answer audit questions in context.Read 5 Oct 2026 · caseware.com
- Analytics
- Integrated journal entry analytics are used to identify anomalies and trends and focus audit testing.Read 5 Oct 2026 · caseware.com
- Browser support
- Caseware Cloud can be accessed in a TLS 1.2-or-higher browser, with Chrome, Firefox and Edge stable releases recommended.Read 5 Oct 2026 · caseware.com
- Collaboration
- Teams can collaborate in one live file, with notes, issues and sign-offs updating in real time.Read 5 Oct 2026 · caseware.com
- Data imports
- Available import sources include Caseware Working Papers, desktop accounting software, engagement files, Excel or CSV, and accounting software or structured files.Read 5 Oct 2026 · caseware.com
- Financial reporting
- The product can generate draft ASPE and ASNPO statements from mapped accounts and export GIFI data to a tax preparation tool.Read 5 Oct 2026 · caseware.com
- Hosting
- The product page says client data is encrypted in Canadian data centers for PIPEDA compliance and data sovereignty.Read 5 Oct 2026 · caseware.com
- Planning
- PEG-aligned planning uses guided prompts to tailor pre-built content and align objectives, risks and procedures.Read 5 Oct 2026 · caseware.com
- Standards
- Caseware Audit currently supports engagements under International Standards on Auditing and Canadian Auditing Standards.Read 5 Oct 2026 · caseware.com
Plans and prices
Caseware Audit Priced on request Request a demo; pricing not stated on the product page Read 5 Oct 2026 · caseware.com
Strong points and limits
Strong points
- One live file for team collaboration
- Guided planning aligns risks and procedures
- Journal-entry analytics highlight anomalies
- Draft ASPE and ASNPO statements
- Client portal and review workflows
Limits
- Pricing is available only on request
- Current standards listed are ISA and Canadian standards
- Cloud access requires a TLS 1.2-or-higher browser
Who it suits
It suits audit teams managing shared engagements from planning through sign-off. It is also relevant to firms working with Canadian standards, ASPE or ASNPO reporting, and varied accounting-data sources.
Verdict
Caseware Audit combines planning, evidence, analytics, reporting, and review in a shared workflow. Its standards coverage and import options should be checked against each firm’s engagement requirements.
Where Specifiction places it
- External Audit Software#20 of 297.2
