Working Papers - 2026 Pricing, Features, Reviews & Alternatives

Caseware Working Papers serves as a flexible engagement management platform that integrates all necessary tools for delivering accurate assurance and reporting results. The platform provides a centralized location for data, allowing users to access all information needed during an engagement with linked data that ensures changes flow through to all related documents. This comprehensive system significantly decreases manual effort associated with engagements while improving transparency, consistency, and quality of work across teams.

The platform features powerful document management capabilities that enable efficient accounting services through seamless data imports and exports. Users can import trial balance or general ledger details from over sixty accounting packages and applications, including Word, Excel, PDF, ERPs, and other electronic formats. With smart integrations, engagement data is easily exported to tax packages and other document management systems. The roll-forward capability maximizes efficiency by transferring selected information from existing engagements to subsequent years, creating embedded continuity in the workflow process.

Working Papers enhances collaboration through its SmartSync module, allowing team members to work efficiently on the same engagement file from different locations without version control issues. The CaseView module supports customization by enabling users to build intelligent documents including financial statements, reports, and work programs based on specific project needs or business requirements. For data-driven insights, the platform integrates with Caseware IDEA to bring analytics directly into workflows, minimizing the risk of error or data inconsistency while providing valuable stakeholder insights.