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Caseware Audit

Toronto, Ontario, Canada

What it is

Caseware Audit is a web audit workflow for taking engagements from planning through sign-off. It connects trial balance data with risks, procedures, evidence, and approvals in a shared live file, where notes and issues update across the team. Guided PEG-aligned planning prompts help tailor pre-built content and link objectives, risks, and procedures. Integrated journal entry analytics can surface anomalies and trends to help focus testing. AI assistance can summarize client support, extract key details, and answer audit questions in context. For financial reporting, the product can generate draft ASPE and ASNPO statements from mapped accounts and export GIFI data to a tax preparation tool. Supported engagement standards include International Standards on Auditing and Canadian Auditing Standards. Teams can import data from Caseware Working Papers, desktop accounting software, engagement files, Excel or CSV, and accounting software or structured files. The product includes workpaper templates, evidence collection, review workflows, audit reporting, and a client portal. Pricing is available on request.

For and against

For

  • Connects trial balance data, risks, procedures, and evidence.
  • Supports real-time collaboration in one live file.
  • Includes journal entry analytics and contextual AI assistance.
  • Generates draft ASPE and ASNPO statements.
  • Offers several listed data import routes.

Against

  • Pricing is available on request.
  • Current standards support is limited to the two listed standards.
  • SOC 2 reports are provided to clients under NDA.

The verdict

Caseware Audit brings planning, analytics, reporting, and team review into a single engagement workflow. Check that its listed standards support and requested pricing fit your needs.

Who it suits

It suits audit teams that want planning, evidence, review, reporting, and sign-off workflows in a shared file. Its listed standards support covers engagements under International Standards on Auditing and Canadian Auditing Standards.

Plans and prices

Caseware Audit

Priced on request

Request a demo; pricing not stated on the product page

Every plan, in full

On the record

AI assistance
AI support can summarize client support, extract key details and answer audit questions in context.caseware.com · read 5 Oct 2026
Analytics
Integrated journal entry analytics are used to identify anomalies and trends and focus audit testing.caseware.com · read 5 Oct 2026
Browser support
Caseware Cloud can be accessed in a TLS 1.2-or-higher browser, with Chrome, Firefox and Edge stable releases recommended.caseware.com · read 5 Oct 2026
Collaboration
Teams can collaborate in one live file, with notes, issues and sign-offs updating in real time.caseware.com · read 5 Oct 2026
Company
Caseware states it was founded in 1988 and has its principal place of business in Toronto, Ontario, Canada.prd-webflow.caseware.com · read 5 Oct 2026
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.caseware.com · read 5 Oct 2026
Data imports
Available import sources include Caseware Working Papers, desktop accounting software, engagement files, Excel or CSV, and accounting software or structured files.caseware.com · read 5 Oct 2026
Financial reporting
The product can generate draft ASPE and ASNPO statements from mapped accounts and export GIFI data to a tax preparation tool.caseware.com · read 5 Oct 2026
Hosting
The product page says client data is encrypted in Canadian data centers for PIPEDA compliance and data sovereignty.caseware.com · read 5 Oct 2026
Planning
PEG-aligned planning uses guided prompts to tailor pre-built content and align objectives, risks and procedures.caseware.com · read 5 Oct 2026
Purpose
Caseware Audit is a cloud audit workflow for planning through sign-off, connecting trial balance data, risks, procedures, evidence and sign-offs.caseware.com · read 5 Oct 2026
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.caseware.com · read 5 Oct 2026
Standards
Caseware Audit currently supports engagements under International Standards on Auditing and Canadian Auditing Standards.caseware.com · read 5 Oct 2026
Support
Caseware support lists weekday hours of Monday to Friday, 9 AM to 7 PM EST, and provides support by email.caseware.com · read 5 Oct 2026

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