List of Caseware Accomplish Customers
Toronto, M5V 1J6, ON,
Canada
Since 2010, our global team of researchers has been studying Caseware Accomplish customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Caseware Accomplish for Task Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Caseware Accomplish for Task Management include: Aprio, a United States based Professional Services organisation with 2000 employees and revenues of $450.0 million, Boulay Group, a United States based Professional Services organisation with 315 employees and revenues of $60.0 million, SB Partners, a Canada based Professional Services organisation with 80 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using Caseware Accomplish, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Caseware Accomplish customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Aprio | Professional Services | 2000 | $450M | United States | CaseWare International | Caseware Accomplish | Task Management | 2022 | n/a |
In 2022 Aprio implemented Caseware Accomplish as a Task Management application to centralize engagement-level task orchestration across its professional services lines in the United States. Caseware Accomplish is positioned to coordinate engagement task lists, template-driven milestones, role-based assignments and status tracking, aligning application capability with the firm’s assurance, tax and consulting workflows.
Configuration emphasized engagement templates, milestone and checklist automation, and role-based task ownership to standardize recurring engagements and reduce manual tracking. The deployment of Caseware Accomplish included configuration of task hierarchies, due-date sequencing and status reconciliation to support end-to-end engagement task lifecycle management.
The implementation sits within CaseWare International’s broader product ecosystem, vendor materials reference CaseWare Cloud and SmartSync as companion solutions used to centralize engagement file storage and collaboration for assurance, tax and consulting. Aprio’s Caseware Accomplish deployment is therefore documented in the context of a platform approach where task management integrates with centralized engagement storage and synchronization capabilities described in vendor case studies.
Governance focused on standardizing naming conventions, enforcing task ownership and templated workflows to improve cross-practice consistency. Rollout details reflected phased adoption by engagement teams in the United States and governance controls to manage template proliferation and task assignment policies.
|
 |
Boulay Group | Professional Services | 315 | $60M | United States | CaseWare International | Caseware Accomplish | Task Management | 2022 | n/a |
In 2022, Boulay Group implemented Caseware Accomplish as a Task Management application concurrent with a migration of roughly 40,000 Working Papers files to CaseWare Cloud. The Cloud migration centralized engagement documentation and was used to modernize engagement, audit and practice management workflows across its U.S. offices, improving security, access controls and collaboration. Caseware Accomplish was provisioned to extend practice and workflow management capabilities on top of CaseWare Cloud, aligning task orchestration with centralized working papers. The deployment focused on professional services operational workflows across audit and engagement teams.
Configuration emphasized role based access controls, centralized task lists, checklist driven engagements, assignment and due date tracking, and collaboration flows consistent with Task Management applications, with Caseware Accomplish providing the practice management layer. Integrations remained within the CaseWare ecosystem through CaseWare Cloud to unify document access and task state, and operational coverage targeted Boulay Group's U.S. offices and practice teams. Governance changes included formalizing engagement workflows and access policies to reflect cloud hosted working papers and to standardize practice management processes. The initiative improved control and collaboration while creating a governed platform for future CaseWare practice applications.
|
 |
SB Partners | Professional Services | 80 | $13M | Canada | CaseWare International | Caseware Accomplish | Task Management | 2023 | n/a |
In 2023 SB Partners deployed CaseWare Accomplish as part of the CaseWare Essentials suite to standardize audit and assurance engagement workflows and firm-wide Task Management across its Canadian practice. The implementation targeted the assurance practice and engagement teams, positioning CaseWare Accomplish to manage engagement-level tasking, roll forward activity, and collaborative workstreams.
CaseWare Accomplish was configured to apply engagement task lists, assign task ownership, and capture status updates to support year over year roll forwards and repeatable assurance procedures. Configuration emphasized task orchestration and collaborative features typical of Task Management applications, enabling linked task notes and consolidated engagement to-do tracking while aligning with the firm s existing assurance methodologies.
The deployment was delivered as part of the broader CaseWare Essentials suite, keeping CaseWare Accomplish integrated within a consistent toolset for assurance engagements. Operational coverage focused on firm-wide task governance for assurance, with centralized control of engagement templates and task sequencing to enforce consistent workflows across engagements.
According to the CaseWare success story, the rollout produced improved engagement file efficiency and strengthened teamwork across the assurance practice, with easier year over year roll forwards reported by SB Partners. Governance changes centered on standardized task ownership and engagement-level process discipline driven by CaseWare Accomplish and the Essentials suite.
|
Buyer Intent: Companies Evaluating Caseware Accomplish
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||