Audit BE / Special Engagement

Digitize special engagements in a single integrated cloud platform

With Caseware Special Engagements, you can manage special engagements (contributions in kind, dissolutions and liquidations, and changes to company structure, etc.) through one integrated digital workflow. Centralise every step of the engagement, collaborate seamlessly with colleagues and clients, and leverage automation and intelligent templates to complete work more efficiently, accurately, and in full compliance with regulations. 

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How does Caseware Special Engagements streamline and improve your audits?

Caseware Special Engagements digitises and structures the entire process within a single cloud platform. You can centralise all information and documents, automate checks and reports using model templates, and guide each engagement step by step from start-up to signing.

Caseware Special Engagements is developed for:

  • Company auditors or accountants carrying out special statutory engagements

  • Audit firms overseeing mergers, capital increases, contributions in kind or dissolutions

Your benefits

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Work faster and more efficiently

The software structures your entire audit process, from start to sign-off, and guides you every step of the way, with templates, automatic checklists and verifications. This means that you not only work faster and more efficiently but also more accurately, with no omissions and in compliance with the ISA.

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Support your clients with advice

Conducting your audits more quickly frees up more time for you to provide your clients with advice. The software automatically creates links and analyses, so that you can improve the quality of your audit. You can convert this information into clear advice: from recommendations on avoiding risks, to opportunities for process automation.

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Integrated communication portal

Manage all PBC requests and communication with stakeholders in a single integrated portal, without endless email exchanges.

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You can rest assured that compliance is guaranteed

Has a standard or rule changed? Don’t worry, the software is automatically updated. This means standardisation and compliance with the legislation are always ensured.

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Frequently Asked Questions

Caseware Cloud is protected by bank-level encryption and is ISO27001 and SOC 2® Type 2 certified. Data is stored in state-of-the-art data centres managed by Amazon Web Services. All information about security, privacy, etc. can be found here. 

Caseware provides structured, standards-aligned audit workflows that guide teams through planning, risk assessment, execution and review. Methodology content can be tailored by jurisdiction, industry and firm policy while keeping risks, procedures and documentation connected as the audit evolves.

Reviews take place within the same live audit file used for fieldwork. When risks or procedures change, related workpapers and documentation update automatically, helping issues surface earlier and reducing late-stage rework and review notes.

Caseware includes built-in analytics and intelligent assistance within the audit workflow. Teams can identify anomalies, review trends and access contextual guidance without leaving the audit file, supporting faster, more informed judgment.

Firms can import trial balances and supporting data from common sources and transition existing audits to Caseware using guided onboarding. This allows teams to adopt cloud-based workflows while maintaining continuity and minimizing disruption. 

Caseware Special Engagements is powered by Caseware Verity, our next-generation AI platform built specifically for audit and financial reporting.

Verity understands the context of your engagement and is designed to assist with tasks such as preparing notes and disclosures, analysing financial statements, and providing contextual recommendations. By combining AI with your financial data and reporting workflow, Verity helps you work more efficiently while maintaining professional judgement.

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