Solution Cloud

Collaboration Leading to New Levels of Productivity and Efficiency


Improve the quality and efficiency of your engagements with tools that simplify collaboration between staff and clients. Our centralized file management system provides a single location to host all of your engagements, while providing security on par with large banks, and built-in backups, so your clients can trust that their data is safe with you.


Key Features


Simplified Client Portal

Facilitate collaboration with clients through easy file sharing, communication and status reporting.


Complete File Management

Obtain a full document management system with centralized data storage, and built-in retention and backup capabilities.


Integrated Time and Billing

Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files.


Intuitive Collaboration

Enable staff collaboration on the same client file, and facilitate review and sign-offs from anywhere.


Transparent Engagement Management

Monitor all of your engagements in one central location – with easy access from anywhere so you can make course corrections quickly.


Strong Permission Protocols

Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks.

CaseWare Cloud

With CaseWare Cloud, you’ll gain unprecedented visibility into your engagements. With innovative web-based tools, you can easily monitor your engagement quality, centralize all working files in one location, and work in real-time with your colleagues and clients.


CaseWare Cloud – Data, Security & Assurance

We’ve got you covered so that you can focus on what matters most - your clients.