AuditDesktop vs Caseware Audit

AuditDesktop combines tools for bidding, planning, conducting, and documenting audits. For risk-based audits, it supports risk identification and assessment, control evaluation, and a risk-controls matrix. For financial statement work, it can import and consolidate trial balances, analyze account changes, and track adjustments and reclassifications. Auditors can attach evidence, record issues and findings, and use Microsoft Word and Excel documents within the product. Teams can tailor audit methods with configurable checklists, procedures, notes, attachments, and cross-references. The product lists workpaper templates, evidence collection, review workflows, and audit reporting. It integrates with Microsoft Office and external systems such as ERP and legal systems, and supports Windows user or Active Directory login with customizable privileges. The maker describes cloud access from Mac, PC, and iOS or Android devices; help documentation also describes Windows server and workstation installation. Pricing is by customized offer, with an annual subscription. A free one-month trial follows booking a free personal presentation.

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.