Tax Return Review for Audit Seniors with CaseWare
The Problem
Senior reviewers spend hours tick-and-tying Financial Statement Audit returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in CaseWare
AI reconciles each line of the return against source docs in CaseWare and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
CaseWare Integration Approach
Audit your CaseWare configuration
We map the specific CaseWare objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the CaseWare API or agent
Integration happens inside CaseWare — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CaseWare with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CaseWare instance
30-minute call. We'll look at your actual CaseWare setup and show exactly how this workflow fits.