caseware_10307207

September 5, 2014

CaseWare International Inc — CaseWare Working Papers 2011

800-267-1317 www.caseware.com   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). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing... Read more »

Marty McCutchen

800-267-1317

www.caseware.com

 

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).

Strengths

  • User interface & intuitive workflow
  • Strong financial reporting module
  • SmartSync’s fast “real-time” collaboration

Potential Limitations:

  • 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

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions – 4.25

Engagement Management – 4

Workflow & Collaboration – 3.5

Integration/Import/Export – 4.25

Help/Support – 4

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Marty McCutchen

CPA.CITP

Marty spent 11 years as an auditor at PricewaterhouseCoopers and other regional CPA firms. In 2006, he founded CPA Service Group, which develops SaaS applications for CPA firms. In 2008, he started Highterrace, developers of custom web-based software applications for all types of commercial business (franchises, manufacturing, energy, learning, accounting, etc.). In addition to his software development efforts, Marty continues to provide accounting and finance consulting services to select clients.

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