Go beyond regular e-mail

CaseWare Collaborate offers a fresh, new interface for team-based engagements, with activities, messages and files all viewable in one convenient location. What's more, clients and stakeholders can also interact through the same tool, making it the go-to destination for everything engagement-related.

Always work with real-time data

By establishing a secure central repository for all engagement data, your staff can work with confidence knowing that all information is real-time and up-to-date. What’s more, clients and other stakeholders can also view up-to-the-minute data thanks to Collaborate's secure “one source for all” framework. When data changes, everyone views the implications at once, creating powerful efficiencies in how we work together.

Experience the freedom of the "cloud"

With CaseWare Collaborate, you bring powerful engagement tracking tools with you whereever you go. All you need is a web connection and you can access information in ways you could never before. With no VPN requirement, you can now monitor your practice through new devices such as tablets and smartphones. Collaboration has never been freer or easier!

Stay on the pulse of your practice

With CaseWare Collaborate, you’ll gain unprecedented access to project status and activity. The ground-breaking Activity Pulse provides a beat-by-beat account of all WebApps-related happenings at the touch of a button! What's better, it's all web-based, making it more convenient than ever for partners to keep an eye on business. They can also send secure messages quickly and easily, all through one easy-to-use interface.

Enjoy several tools "out of the box"

With full client portal and DMS functionality, CaseWare Collaborate comes with a broad range of tools in one convenient, all-encompassing package. Already using an existing system? No problem, because Collaborate is designed to work well with other applications, gadgets, apps, etc.

Communicate easily and securely

CaseWare Collaborate's Activity Pulse lets you easily and securely send messages within a designated entity. These messages can be stand-alone text or accompany supporting documents, engagement data, external links and other related information. The built-in Messaging System provides an ideal framework for engagement collaboration.

Create dashing dashboards

WebApps' Dashboard technology allows you to easily create customizable views and tools for your engagement. Easily add gadgets that provide unique and valuable views into your Files, Activities and other related data. Create firm-wide or entity-specific dashboards for maximum flexibility.

Enhance client relations

To enable better collaboration with clients and stakeholders, CaseWare Collaborate comes built-in with full Client Portal and Document Management functionality, enabling the easy and secure sharing of all engagement files (including Word, Excel and tax documents) within one central location. Also, because Collaborate is powered by a secure single data source, everyone sees the same accurate information at once.

Fine tune your Collaborate experience

With CaseWare Collaborate, you can easily integrate native or external gadgets and apps. Whatever the mix, Collaborate makes it easy to establish the perfect mash-up of tools and technologies that provide you with the optimal fully-integrated, cloud-based system.

Extend the functionality fo Working Papers and SmartSync

With CaseWare Working Papers, staff can plan, perform and review engagements entirely on-screen, completely eliminating paper. Using CaseWare SmartSync technology, staff can now work from anywhere on local copies of Working Papers files, with changes automatically synced in real-time to the central repository. With no need to check in or out, project momentum is never lost and teams can be assembled that were not possible before.