List of Caseware Cloud Customers
Caseware
351 King St East, Suite 1100,
Toronto, M5V 1J6, ON,
Canada
Toronto, M5V 1J6, ON,
Canada
1 416-867-9504
Professional Services
800
$115M
Since 2010, our global team of researchers has been studying Caseware Cloud 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 Cloud for Risk 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 Cloud for Risk Management include: Boulay Group, a United States based Professional Services organisation with 315 employees and revenues of $60.0 million, BHP, a United Kingdom based Professional Services organisation with 450 employees and revenues of $39.0 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 Cloud, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BHP | Professional Services | 450 | $39M | United Kingdom | CaseWare International | Caseware Cloud | Risk Management | 2020 | n/a |
In 2020, BHP implemented Caseware Cloud Audit as its cloud-based Caseware Cloud solution, deploying a Risk Management application to modernize audit workflows and support remote work. The decision followed experiences with an on premise audit system and accelerated needs created by the COVID-19 pandemic, with the implementation focused on the firm’s audit teams including charities and academies specialists across its five Yorkshire offices.
The deployment of Caseware Cloud Audit emphasized its core modules, including intelligent content and streamlined work processes that surface only engagement-relevant tasks, built-in Mercia audit methodology guidance for standards compliance, centralised risk management with visual summaries and linked risk assessment notes, analytical procedures that automatically analyse and graph trial balance data, and the ability to roll forward documents, responses, questions and procedures between engagements. The solution’s collaboration capabilities removed version control concerns, enabling multiple team members to work on the same engagement concurrently.
Integrations and operational coverage were scoped to support secure PBC requests integration for document exchange and client communication in real time, while leveraging Caseware’s cloud architecture to enable remote staffing models. The implementation applied to audit operations across the firm and was particularly adopted by teams already familiar with Caseware server products, which reduced training friction.
Governance and process changes included creation of a sample engagement with fabricated data to accelerate onboarding of new auditors and standardize training, and Caseware professionals supported the transition by resolving file synchronization challenges encountered during rollout. Process owners established clearer workflow mapping and linkage of risks to work programs, shifting audit execution toward an activity-driven, centrally governed practice.
BHP reported explicit outcomes from the implementation, including a cleaner, more intuitive interface, stronger linkage of risks across files, improved flexibility for remote auditing, the ability to hire dedicated remote audit staff, and easier practical training for new hires. The firm also anticipates additional efficiencies as client files and associated data are rolled forward in future audit cycles.
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Boulay Group | Professional Services | 315 | $60M | United States | CaseWare International | Caseware Cloud | Risk Management | 2022 | n/a |
In 2022, Boulay Group moved its engagement files to Caseware Cloud to improve security, operational flexibility and scalability for its audit and assurance operations. Boulay Group is a Minnesota based independent accounting firm with approximately 300 employees offering assurance, tax, risk advisory and employee benefit plan auditing, and this deployment positions Caseware Cloud within the firm’s Risk Management tooling for engagement file storage and practice management.
The implementation centralized Caseware Working Papers within Caseware Cloud while preserving the firm’s established Working Papers workflows and CaseView document creation capabilities, creating a hybrid environment where staff continue to operate in the familiar Working Papers interface against cloud hosted files. The deployment leveraged the Caseware Cloud platform to provide engagement, analytics and practice management capabilities aligned with typical Working Papers workflows.
Technical and security controls configured as part of the rollout included single sign on, multi factor authentication and encryption of files at rest using AES 256, and the platform was selected in part for its API capability to enable future integrations and analytics. Operational coverage extended across Boulay’s national footprint with staff in more than 30 U.S. states and offshore contractors, and the implementation impacted core business functions including audit engagement management, risk advisory, and practice technology operations. Boulay continues to use Caseware IDEA for data analysis and is evaluating Caseware Sherlock and the OnPoint product family for targeted audit methodologies.
The migration began in September 2022 and completed by December 2022, with Boulay’s technology team moving approximately 40,000 Working Papers files to Caseware Cloud in less than four months, and publishing roughly 200 files to the cloud manually after the bulk transfer. Rollout governance relied on a dedicated IT team and a learning and development function that ran cross departmental pilot groups, building on prior file cleanup and SmartSync Server era practices to reduce friction during cutover.
As a result of the Caseware Cloud implementation Boulay established least privileged access controls and added layered access protections for client data, enabling a more centralized approach to account provisioning and password management. The firm cites improved operational flexibility and security as primary outcomes and is using the cloud hosted Caseware Cloud environment to pilot advanced analytics and methodology products such as Sherlock and OnPoint EBP for future practice enhancements.
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SB Partners | Professional Services | 80 | $13M | Canada | CaseWare International | Caseware Cloud | Risk Management | 2023 | n/a |
In 2023, SB Partners deployed Caseware Cloud as part of the Caseware Essentials Suite to enhance its assurance practice. The initiative targeted the firm’s audit and accounting engagement workflows by extending desktop Caseware Working Papers into a hybrid cloud architecture to address growing on premises storage requirements and to centralize engagement file management.
The implementation included Caseware Working Papers, Caseware Cloud, Caseware PBC Requests, Caseware SmartSync, Caseware Connector, Caseware Accomplish, and an initial pilot of Caseware IDEA to add data analytics capability. Caseware Cloud, in the Risk Management category, was configured to centralize file storage, automate engagement processes, enable real time monitoring of workpapers, and support collaborative editing while SmartSync synchronized document copies to prevent overwrites and version conflicts. Caseware Connector was used to maintain automatic data linkages between Working Papers files and Microsoft Word and Microsoft Excel documents to roll client data forward year over year.
Operational scope focused on the assurance and advisory teams within the Burlington, Ontario based firm, with managers and preparers engaged in the IDEA pilot and broader suite rollout. The architecture followed a hybrid cloud model, combining on premises Working Papers with Caseware Cloud storage and synchronization to relieve local storage pressure while preserving desktop engagement workflows. PBC Requests introduced a secure client document exchange environment, improving the firm to client workflow for evidence collection and document retrieval.
Governance adjustments included workflow orchestration through Caseware Accomplish and staged rollout of IDEA to managers and preparers experienced with analytics, enabling controlled adoption of data analytic procedures. Reported outcomes included more efficient collaborative editing, reduced risk of file overwrite, and simplified year over year client file rollover through the Caseware Connector. SB Partners intends to continue expanding the hybrid deployment of Caseware Cloud and related Essentials Suite components to manage storage and scale assurance processes.
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Caseware Cloud Coverage
Caseware Cloud is a Risk Management solution from CaseWare International.
Companies worldwide use Caseware Cloud, from small firms to large enterprises across 21+ industries.
Organizations such as Boulay Group, BHP and SB Partners are recorded users of
Caseware Cloud for Risk Management.
Companies using Caseware Cloud are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Caseware Cloud are most concentrated in United States, United Kingdom and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Caseware Cloud across Americas, EMEA, and APAC.
Companies using Caseware Cloud range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Caseware Cloud include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Caseware Cloud customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Risk Management.