Working Papers

(16)
3.9 out of 5 stars

CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.

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Working Papers review by Taylor H.
Taylor H.
Validated Reviewer
Verified Current User
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"Glitchy"

What do you like best?

I like that I am able to see the trial balance and the working papers without closing one or the other. I like that I am able to easily create automatic reports such as grouping schedules for each audit area, I like that Caseview documents are able to be edited by staff to tweak templates to the letters we need for each client. I like being able to link balances and other engagement information into excel and word documents using Caseware connector, however this feature is probably the glitchiest of all.

What do you dislike?

I dislike that the formulas and formatting used within the Caseview documents do not match the equivalent function in Excel. Also, when we purchased the product, a deleted workpaper went to a place within the software called the recycle bin and could be recovered. Caseware has now done away with the recycle bin and a deleted document is gone forever. Furthermore, you cannot print a departmental income statement from an automatic document. You have to make an income statement for each department using that department's context and print them all to get a departmental picture. Smartsync repairs never work. If you have a sync issue that cannot be resolved by confirming one version over the other, there is seemingly no way to resolve it.

Recommendations to others considering the product

Why does Caseware continue to issue software updates without testing them so we are constantly installing patches? Why do they take away useful features of the Working Papers product?

What business problems are you solving with the product? What benefits have you realized?

The creation of an audit template from which we can create new client files and push out changes to standard workpapers for an industry has allowed us to streamline and make sure we are issuing a consistent product.

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Working Papers review by Harry L.
Harry L.
Validated Reviewer
Verified Current User
Review Source

"Caseware Working Papers"

What do you like best?

Specialized for audit and assurance engagements, a very powerful document manager and project tracker that allows teams to embed files in a document tree and track progress through preparer and reviewer sign-offs. All within one easy to access window listing all the files included. It allows collaboration through multiple users being able to access the same project file at once, including over networks. The program itself is very responsive with little delays if working through an intranet or local storage. The compression feature allows all the documents in the file to be packaged into a single, smaller file for easy transfer through email, removable storage, etc. The file can be locked down once it has been completed. It also allows a sign-out or check-out feature of either the entire file or individual files for working offline or away from the master file, and the files can be signed back in at a later date.

What do you dislike?

As multiple users enter into a single project file, they can each edit separate embedded files but usually cannot collaborate on the same file at once. Multiple users will also slow the program down significantly, to the point of being unusable if over an internet connection. The program is also more of a file manager than file storage, meaning the files listed in the main window are only links to the actual files. Files can be deleted outside of CaseWare Working Papers and thus the links will break. There is also a chance for corruption when using the compression feature as well as when transferring or working remotely through a network connection; the program does not appear to have a fail safe for network disconnects in mid-transfer.

Recommendations to others considering the product

This is a highly effective project management tool. However, actual document editing and markups depends on other programs such as Microsoft Office. CaseWare Working Papers stores and tracks the documents related to an engagement after they have been created by other programs.

What business problems are you solving with the product? What benefits have you realized?

CaseWare Working Papers provides a very easy engagement management process for electronic files. All documents can be listed in a single view and there are visual cues for showing what has been signed off as complete and reviewed, and the file can be locked down upon completion of issuing audit reports. It is a highly effective assurance engagement tool. It also has features for reviewers to leave review notes for the prepare to address, all with easy to see visual cues on where review notes are outstanding to be addressed.

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Working Papers review by User in Furniture
User in Furniture
Validated Reviewer
Review Source

"Caseware for Large Accounting Firm"

What do you like best?

What I most liked about Caseware was the format of the working papers, the ability to create and clear comments and the integrated capabilities with programs like Excel. I also liked being able to see prior versions of files in case you made a change and then at a later date wanted to go back and get the old version.

What do you dislike?

There were no features for Caseware that I found negative. The software worked great for all of the clients I worked on. The file can take time to download if it is large in size (usually a lot of PDF's in something like a perm file). We had some client's that we had a separate Caseware file for just the perm file.

Recommendations to others considering the product

This is a great tool for external auditors.

What business problems are you solving with the product? What benefits have you realized?

Organization of audit workpapers and the ability to link client trial balances to excel. Caseware connector is an Excel addon that can pull balances and journal entries based on formulas into audit workpapers themselves for ease of reviewing and verifying balances.

Working Papers review by Tom B.
Tom B.
Validated Reviewer
Review Source

"Caseware working papers is an excellent document management and accounting software."

What do you like best?

Caseware working papers makes is easy to complete any kind of accounting assurance engagement; from Basic to complex. Features which work well include: trial balance import, general ledger reports, consolidation, mapping and leadsheets, adjusting journal entries, bookkeeping features, and year end close. My Company (large public practice accounting firm) has used Caseware for a very long time and it continues to serve our needs well.

My firm used Caseware trial balance reports to discuss with our clients their financial results and the adjustments necessary for tax and other purposes. Those reports function well for our needs.

What do you dislike?

Caseware is a very complex software and has numerous features, it takes time to understand how to use everything. To aid in learning how to use the software Caseware International had created a series of how to guides which my firm utilized.

Recommendations to others considering the product

I highly recommend Caseware to any others looking for a software which allows for multiple users to complete all aspects of public practice accounting functions.

What business problems are you solving with the product? What benefits have you realized?

Caseware allowed for my company to have multiple users access the same file to complete multiple levels of review with all documents embedded in the software to facilitate a paperless environment. This allows for significant time savings for my firm.

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"CaseWare is user friendly and effective"

What do you like best?

The best part about CaseWare is that it requires minimal training; upon starting work as a staff auditor, I was able to easily begin using the software with minimal direction. However, over the course of two years I am still learning tricks/shortcuts.

What do you dislike?

The latest update to the software no longer allows you to transfer one tab within Excel to another workbook; it can be resolved but was not simple to figure out. I use this function frequently and have to turn the setting off to do so each time I open CaseWare.

What business problems are you solving with the product? What benefits have you realized?

As an auditor, we utilize Working Papers to complete the working papers of a financial institution which then we turn into drafted financial statements; it is necessary to rely on the software to be secure and accessible!

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"A very effective system for file organization, but a bit bogged down"

What do you like best?

The way you are able to lay out files in Working Papers is great—you can see things in the way that is most intuitive, in a drop down format that you can't in normal Windows (or Mac) Explorer (Finder). It's very easy to re-order, assign references, rename, etc.

What do you dislike?

There are a LOT of features packed in that are not necessary for a lot of day to day users who use it mainly for file organization. These can bog it down and also get in the way. It's a trade-off to the fact that it's relatively customizable and has a lot of options/features.

Recommendations to others considering the product

Consider whether you are using some of the accounting features. Otherwise, while it's great for file organization, it can sometimes be very much unnecessary.

What business problems are you solving with the product? What benefits have you realized?

Need to be able to lay out working papers for a tax file. This allows you to quickly and intuitively organize these files in a way that speeds up your opening and closing (repeatedly) various working papers and jumping between things.

Working Papers review by Kevin T.
Kevin T.
Validated Reviewer
Review Source

"Great way to organize all scanned documents"

What do you like best?

The ability to create link to and from scanned documents and excels, along with the ability to store and carry forward important permanent info within the CW file all in one place.

What do you dislike?

CW files occasionally corrupt during unpacking, and have to restore from backup.

Recommendations to others considering the product

Potential time savings in documents searching and sorting

What business problems are you solving with the product? What benefits have you realized?

All info in once place, without the need to browse different (online or offline) folders

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"Easy to use for tax accounting and returns."

What do you like best?

I like that Caseware allows accountants to easily import and export information. The process of importing a trial balance and preparing journal entries is easy. It is also easy to rollover the file from year to year and to track information.

What do you dislike?

I dislike that each version of Caseware results in buttons located in different areas. There are certain aspects that are not user friendly. There are also several ways of doing different processes, which can confuse new users.

What business problems are you solving with the product? What benefits have you realized?

I am solving tax and accounting issues by organizing client information and adjusting financial statements. Caseware provides an easy process to keep information organized and to see the how various transactions change the financial statements.

Working Papers review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Easy-to-Use Accounting Software"

What do you like best?

Easy management of documents and chart of accounts, from notice to readers to review engagements. It is very simple to use and quick to learn, especially the bookkeeping tools and the ability to making adjusting journal entries. It also manages the engagement letter and is easy for managers and partners to review the file.

What do you dislike?

The number of features can be overwhelming at first, but is explored through use of the software.

Recommendations to others considering the product

Try the product if you work with electronic or paper documents, and would require software to manage financial statements and tax documents all in one place.

What business problems are you solving with the product? What benefits have you realized?

Maintaining documentation for assurance engagements (notice to readers, review engagements), and implementation with tax software is very convenient for bookkeepers/accountants to complete both assurance and tax services.

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Verified Current User
Review Source

"User Friendly"

What do you like best?

Works great for our audit clients. Very user friendly. Well organized. Updates are sufficient.

What do you dislike?

Sometimes a little too much information depending on the industry.

What business problems are you solving with the product? What benefits have you realized?

No business problems. Benefits have been user friendly and great organization. It is a great file for multiple people to be using at the same time.

Working Papers review by User
User
Validated Reviewer
Verified Current User
Review Source

"Easy to Use and Great Program"

What do you like best?

Very user friendly. Very organized. Updates are frequent. Support is quick to resolve issues.

What do you dislike?

Sometimes a little overwhelming with too many industries.

What business problems are you solving with the product? What benefits have you realized?

Great organization of engagement workpapers. Easy to train others on.

Working Papers review by Kris B.
Kris B.
Validated Reviewer
Review Source

"Great tool"

What do you like best?

The organization of workpapers and sign off capability

What do you dislike?

It serves the purpose I need it to. There isn’t anything I don’t like.

What business problems are you solving with the product? What benefits have you realized?

Multiple sign off and consistent storage of year end workpapers

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"Very difficult to learn product"

What do you like best?

I like the finished product that Caseware provides when data has been entered correctly.

What do you dislike?

The interface is not user friendly at all. Each time I open this software I spend more time trying to figure out how to use it correctly than I spend actually completing whatever task I have at hand.

Recommendations to others considering the product

This product has a long way to go. I think having some kind of manual with it would greatly improve accessibility.

What business problems are you solving with the product? What benefits have you realized?

This product puts out a clean version of financial statements that are easy to use. It can also be rolled forward and used year after year.

Working Papers review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great integration and powerful tools for managing engagements"

What do you like best?

Being able to create child copies and merge them with parent copies after creation.

What do you dislike?

Limited amount of practical training offered.

Recommendations to others considering the product

Is the standard for accountants.

What business problems are you solving with the product? What benefits have you realized?

Engagement management - all documentation necessary for an engagement stored in a paperless format.

Working Papers review by User
User
Validated Reviewer
Review Source

"Used on a daily basis to organize audit files. Quick, easy, no BS software."

What do you like best?

Does the job without over-complicating functions.

What do you dislike?

Current year trial balance information is prone to accidental overwriting and the colour schemes could be improved to aid in following line items.

Recommendations to others considering the product

Solid product for small to mid-sized audit engagements.

What business problems are you solving with the product? What benefits have you realized?

Caseware Working Papers solves the problem of maintaining organized electronic audit files.

Working Papers review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"Phenomenal Auditing Tool "

What do you like best?

Caseware is a great tool for keeping trial balances organized.

What do you dislike?

Not the most user friendly and could improve with detailed instructions.

What business problems are you solving with the product? What benefits have you realized?

I use caseware to organize trail balances into lead sheets for auditing.

Kate from G2 Crowd

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