2011 Overall Rating 4
Best Firm Fit:
Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm).
- User interface & intuitive workflow
- Strong financial reporting module
- SmartSync’s fast “real-time” collaboration
- No web hosted version currently available
Summary & Pricing
CaseWare Working Papers is a full-featured product with a great financial reporting package. The system is best suited to a firm (no matter the size) that is interested in streamlining their engagement processes, especially the financial reporting process. Most firms will say they want to save time, but to realize the potential of this product, firms must be willing to invest time in the less busy times of the year to set up the product to their reporting specifications or license the GAAP or IFRS Financials Templates which gets users up and running in a far shorter time, while allowing them to set firm-wide standards. License pricing for accounting firms for CaseWare Working Papers is $500 for a single-user license. A license for up to five users is $1,500. Additional users can be added to the five-user license for $290 per user. CaseView is included with Working Papers. Connector is an optional add-on to Working Papers, and is available for an extra $60 per user. This license pricing reflects the accounting firm discount. Licenses renew annually at 50% of license value.
Product Delivery Methods
___ Hosted by Vendor
Basic System Functions – 4.25
Engagement Management – 4
Workflow & Collaboration – 3.5
Integration/Import/Export – 4.25
Help/Support – 4
See inside August 2011
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