A new way to collaborate

For large and small accounting firms.

Request Invite

Reach a new level in productivity and efficiency.

Client Portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File Management

Enjoy a full document management system, with built-in archiving, retention and backup capabilities.

Time & Billing

Do all your time and billing from any web enabled device. Connect directly with your external calendar.


Collaborate in ways not possible before, with one centralized location for all your staff, clients and other stakeholders.

Engagement Management

Track and monitor every aspect of your engagement for optimized efficiency and profitability.


Leverage built-in roles for easy rights management or create your own.


Take Control of Your Firm

With CaseWare Cloud, you’ll gain unprecedented visibility into your engagements. With innovative web-based tools, you can easily monitor your engagement quality and find ways to increase efficiency and productivity.

Centralize Your Engagements

With CaseWare Cloud, all your engagement needs are in one centralized location, with no need for servers. Plus, with CaseWare Online, team members can work simultaneously on the same Working Papers file, knowing data is always up-to-date.

Keep Your Practice Humming

Offering a full time and billing system out of the box, CaseWare Cloud lets you track time, bill clients and perform analysis from any web-enabled device.



At CaseWare, we take the security of your data very seriously. The following information addresses the measures we take to ensure that it remains secure.
To read our full Privacy Policy, click here.

Where Will My Engagement Data Be Stored?

Your data will be stored in state-of-the-art data centers operated by Amazon Web Services.

What Type of Controls Are in Place to Protect This Very Sensitive and Confidential Data?

Amazon provides physical security and logical security controls at the infrastructure layer. The platform is covered by a SSAE 16 report (done by Ernst and Young) and is PCI Level 1 certified, ISO 27001 certified, and compliant with all major security control frameworks. For details as to their security, click here. For more information about their compliance, including assurance programs and third-party attestations, reports and certifications, click here.

What About Backups?

Full backups of every client system are run daily and maintained for 80 days.

What Kind of Encryption Is Used?

Data that is transferred to and from CaseWare Cloud is 100% encrypted at the same strength used in online banking.