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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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title: Caseware | Reviews, Pricing & Demos - SoftwareAdvice AU
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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 **4.4/5** by 36 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 36 Reviews |
| Ease of Use | 4.1/5 | Based on overall reviews |
| Customer Support | 4.2/5 | Based on overall reviews |
| Value for Money | 4.2/5 | Based on overall reviews |
| Features | 4.3/5 | 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 Visualization
- 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

- [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software)

## Related Categories

- [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software)
- [Audit Software](https://www.softwareadvice.com.au/directory/4188/audit/software)
- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)
- [Data Analysis Software](https://www.softwareadvice.com.au/directory/535/data-analysis/software)
- [Corporate Tax Software](https://www.softwareadvice.com.au/directory/4282/corporate-tax/software)

## Alternatives

1. [Optro](https://www.softwareadvice.com.au/software/41287/soxhub) — 4.7/5 (415 reviews)
2. [TeamMate Audit](https://www.softwareadvice.com.au/software/156634/teammate-am) — 4.3/5 (117 reviews)
3. [Mitti (by SafetyCulture)](https://www.softwareadvice.com.au/software/113670/iauditor) — 4.6/5 (355 reviews)
4. [Scrut Automation](https://www.softwareadvice.com.au/software/514978/Scrut) — 4.9/5 (139 reviews)
5. [Hyperproof](https://www.softwareadvice.com.au/software/185722/hyperproof) — 4.8/5 (116 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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### "Accounts Production Software" — 5.0/5

> **Sumeet** | *5 November 2022* | Leisure, Travel & Tourism | Recommendation rating: 9.0/10
> 
> **Pros**: Affordability against other products, customer service, brand reputation as market leader, client base
> 
> **Cons**: No cloud option for storage, updates a little manual vs other similar products such as Onesource
> 
> Early days so far but on demonstration of the product, it has all we need, also other Caseware products such as IXBRL tagging, Companies House E-filing

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### "Poor Customer Service – Phone Support Eliminated" — 1.0/5

> **Natalie** | *30 September 2026* | Accounting | Recommendation rating: 0.0/10
> 
> **Pros**: CaseWare was the backbone of our audit software and used to be worth the cost, especially with its excellent customer and IT support. But they have since taken that away.
> 
> **Cons**: They have eliminated all phone support, which is extremely disappointing. Their responsive and knowledgeable IT support was a major reason we continued using CaseWare despite the fact that they are more expensive than several of their competitors. We recently spent nearly half a day trying to resolve a relatively minor IT issue that would have taken approximately 10 minutes to resolve with their previous phone support. At this point, paying a premium for CaseWare software without the level of IT support that justified the additional cost is no longer worthwhile for us. We will be looking at other software options.
> 
> We no longer have a favorable opinion of CaseWare. The elimination of phone support has significantly diminished its value.

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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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### "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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## 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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