CaseWare

CaseWare is the audit engagement file. You open the job in Caseware Cloud, import the trial balance, map the accounts, and work from acceptance through planning, testing, and sign-off in that file. OnPoint Audit keeps risks and procedures linked as the scope changes. DAS Audit builds procedures from the risks you assess, using AICPA methodology. DAS PCR covers preparation, compilation, and review. DAS EBP covers employee benefit plan audits. Caseware Verity sits in the file and can draft work, such as disclosure-checklist responses, for a person to review. Sherlock rolls overdue notes, deliverables, and file status up to the practice. The client's ledger stays where it is. You import balances. You do not close their period here.

DataSnipper stays in Excel and ties a number to a PDF you already have. FloQast and Numeric run a company's month-end checklist on the ERP. CaseWare is the firm's audit workflow, not the controller's close calendar, and not a replacement for QuickBooks Online, Xero, or NetSuite. A firm can still use DataSnipper inside a workbook and keep the engagement, the review notes, and the sign-off in CaseWare.

Firms keep it when the methodology and the review have to live in one cloud file instead of a desktop binder plus email. Staff import, test, and clear notes in the same place. Managers see which files are late in Sherlock without opening each one. A reviewer still has to accept a Verity draft before it stays in the file.

This is the firm's audit file, not the client's close. You import the trial balance and finish the engagement. The client still locks the period in their ledger.

The engagement file is the handoff: procedures, evidence, review notes, and sign-off. CaseWare does not produce a US tax return or a 1099 file.