Unlock the power of collaboration with CaseWare Cloud, seamlessly integrated with Sage Intacct. Our cloud-based solution enhances your engagement processes by providing quick access to your clients' financial data (Trial Balance, General Ledger, Subledgers), customizable engagement workflows, and robust analytical tools.

Perfect for firms of all sizes, CaseWare Cloud simplifies document management, ensures compliance, and fosters collaboration among team members. Elevate your experience and drive efficiency with CaseWare Cloud!

Key Benefits:

The Caseware Platform delivers advanced embedded capabilities combined with powerful technology and proven methodologies to drive industry-leading accounting and audit solutions. Seamlessly integrated with Sage Intacct, Caseware offers instant access to your clients' critical financial data - including Trial Balance, General Ledger, and Subledgers, significantly reducing manual data entry errors and boosting efficiency during the audit planning process.

Our cloud-based solution transforms your engagement workflows through customizable processes, robust analytical tools, and embedded AI-driven insights, empowering your firm and clients to make smarter, data-driven decisions. With comprehensive connectivity to additional third-party applications and internal systems, the Caseware Platform provides flexibility and adaptability, ensuring it meets the unique needs of your practice.

Key features of the Caseware Platform include:

• Communication & Collaboration
• Quality Management
• AI Digital Assistant
• Data Analytics & Reporting
• Practice Intelligence
• Document Management
• Smart Workpapers
• And more.

Leverage the Caseware Platform’s top-tier security, extensive data ingestion capabilities, and developer toolkit to easily configure and customize solutions tailored specifically for your firm. Enhance accuracy, optimize efficiency, and deliver exceptional client experiences—all directly from your Sage Intacct environment.

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:

Integration Approved Countries:
South Africa; United States