​SAIPA and CaseWare partner to transform the way practices work

We have cemented our long-standing relationship with SAIPA by offering a more comprehensive financial statement software package on our CaseWare Cloud platform to members in practice. Our financial statement solution is trusted by more than 1 100 SAIPA firms.

Included in the SAIPA online bundle are:

CaseWare Licence
CaseWare Connector
CaseWare Cloud
Review on the go
PTY for SMEs, CC, sole proprietor and partnership templates
SAIPA working papers
Annual training

Payable over four, six or 12 months. Find out more about CaseWare Cloud.

Financial Statement templates

CaseWare’s financial statement software dramatically simplifies the drafting of IFRS or IFRS for SME-compliant annual financial statements. It is the only working paper solution that has teamed up with SAIPA to automate the entire process, intelligently applying disclosure and adjusting a full set of financial statements according to client requirements. Expert content partners provide the most up-to-date disclosure for IFRS and IFRS for SMEs.

The ultimate solution for SAIPA members

CaseWare Working Papers for SAIPA produces a full set of Financial Statements, including Statements of Financial Position, Comprehensive Income, Cash Flow and Changes in Equity. Includes all notes, accounting policies and lead schedules. Watch this video to see how.

CaseWare Connector

When you buy the SAIPA approved Online bundle we include our easy add-on module the Connector. The Connector does exactly that – it connects your existing management reporting Excel and Word documents to the data you already have in CaseWare, to automate the production of monthly management reports in minutes.

Ensuring success with the software

The CaseWare SAIPA online bundle gives you access to training annually to ensure you are using the software to its full potential and are up to date with any changes we make for compliance and an improved user experience.

If you need assistance you can also make use of our CaseWare Africa Success Community. The Success Community was designed with one objective in mind - to enable our clients to have access to all the information that they need in one place, at any time.

We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.

Collaboration

Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Client portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File management

Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Centralised engagements

Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.

Permissions

Leverage built-in roles for easy rights management, or create your own.

Task management and timeline analysis

Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.

Promotes mobility and flexibility

The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.

Review on the go

Review your financials on any device anywhere. An easy and efficient way to review information, create issues and sign off.

Assurance Engagements

Our assurance engagements for Auditors and Accountants are guaranteed to exceed expectations, reduce risk, comply with latest regulations and boost profitability.

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Monthly Management Reports

Connector is a powerful management reporting tool that integrates with any accounting system and can produce a complete management pack in a matter of minutes.

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Tax Management

Our tax management solution, CloudTax, allows you to manage your client database, store supporting documentation and track correspondence and communications.

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Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.


Our comprehensive list of all the training solutions we offer to help you upskill fast.

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Our happy clients
Credo Accounting Services

"CaseWare is user friendly, minimum stress. Awesome software."