List of Caseware IDEA 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 IDEA 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 IDEA for Analytics and BI 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 IDEA for Analytics and BI include: CohnReznick, a United States based Professional Services organisation with 5000 employees and revenues of $1.00 billion, 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 IDEA, 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 IDEA 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Boulay Group | Professional Services | 315 | $60M | United States | CaseWare International | Caseware IDEA | Analytics and BI | 2022 | n/a |
In 2022, Boulay Group centralized engagement file storage on Caseware Cloud and formalized use of Caseware IDEA within its Analytics and BI tooling to strengthen security, operational flexibility and scalability. The initiative consolidated workpapers and analytics into a cloud hosted Caseware environment while preserving the firm workflow built around Caseware Working Papers and SmartSync Server connections for day to day engagement work.
The implementation combined Caseware Working Papers content storage with Caseware IDEA for data analysis, enabling analytics capabilities to identify trends, patterns and outliers across engagements. Caseware IDEA was used to support audit and assurance analytics and to augment risk and advisory workflows, while Caseware Cloud hosted engagement files to provide secure collaboration and connectivity for audit teams.
Operational deployment covered Boulay offices in Minnesota and Florida and supported staff distributed across more than 30 U.S. states plus offshore contractors, reflecting firmwide adoption across assurance, tax and consulting practice areas. Security and access controls were configured with single sign on, multi factor authentication and AES 256 encryption for data at rest, and file access permissions were restructured to enable least privileged access for geographically dispersed users. The environment retained hybrid characteristics, allowing staff to continue working in familiar Working Papers interfaces while using cloud file storage and API capable services for future integrations.
Governance and rollout were driven by Boulay’s IT and learning and development teams, using cross department pilot groups to validate workflows and training materials. The team migrated approximately 40,000 Working Papers files to Caseware Cloud in less than four months, with about 200 files published manually due to exceptions. Boulay is evaluating additional Caseware products such as Sherlock and the OnPoint suite to extend project management dashboards and methodology driven audits, while continuing to use Caseware IDEA for engagement level analytics.
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CohnReznick | Professional Services | 5000 | $1.0B | United States | CaseWare International | Caseware IDEA | Analytics and BI | 2009 | n/a |
In 2009, CohnReznick implemented Caseware IDEA as an Analytics and BI application to support audit and accounting business functions within the professional services firm. The deployment targeted data-driven audit workflows and financial compliance analysis across internal audit and engagement teams.
Configuration emphasized Caseware IDEA capabilities for bulk data import, query-based analytics, automated sampling and exception testing, scripting for repeatable audit procedures, and report generation for engagement deliverables. The Caseware IDEA implementation operated alongside Caseware Smart Analyzer and Caseware Working Papers 2009 in the firms toolset, reflecting an ecosystem of audit analytics and documentation tools.
Operational deployment ran within a Windows desktop environment and relied on Microsoft Office for reporting and documentation, with SharePoint present in the end-user environment for collaboration. Application support and remote troubleshooting used administration tooling and remote access utilities such as Microsoft Active Directory, Dameware, GoToMeeting, and WebEx, while asset and ticket management was handled through Altiris, Numara-Footprints, and Track-it.
Governance and sustainment were staffed by internal Tier III Application Support and Tech Support analysts, with ticketing and asset workflows executed through Numara-Footprints and Altiris. Ongoing technical support covered installation, configuration, scripting support, and end-user troubleshooting for Caseware IDEA across engagement teams.
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SB Partners | Professional Services | 80 | $13M | Canada | CaseWare International | Caseware IDEA | Analytics and BI | 2023 | n/a |
In 2023, SB Partners began piloting Caseware IDEA to strengthen its assurance analytics capabilities within the Analytics and BI category. The Burlington, Ontario accounting firm applied the pilot to augment audit and accounting engagement workflows while maintaining its existing desktop engagement processes, with the assurance team identified as the primary operational scope.
SB Partners operates the Caseware Essentials Suite as a hybrid cloud and desktop architecture, combining Caseware Working Papers, Caseware Cloud, Caseware PBC Requests, Caseware SmartSync, Caseware Connector, and Caseware Accomplish, and has initiated a phased rollout of Caseware IDEA. Functional modules in use include engagement management through Caseware Working Papers, cloud-based client collaboration and centralized file storage via Caseware Cloud, workflow orchestration with Caseware Accomplish, secure request and document exchange with Caseware PBC Requests, and data analytics through Caseware IDEA.
Integrations and data motion are explicit components of the implementation, SmartSync synchronizes document copies to prevent version conflicts, and Caseware Connector links data between Working Papers files and Microsoft Word and Excel documents to enable year over year client file rollover. The hybrid architecture centralizes storage and automates engagement processes in Caseware Cloud while preserving desktop editing and local Working Papers workflows, with the assurance team managing engagement file lifecycles and rollover procedures.
Governance and rollout are being executed incrementally, with managers and preparers who had prior Caseware IDEA experience helping to drive adoption and user training noted as straightforward for the firm. The implementation has already reduced file overwrite and duplication issues and simplified year over year data rollover, and it prompted an explicit move toward a hybrid cloud storage model to address growing on premises Working Papers storage requirements.
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Buyer Intent: Companies Evaluating Caseware IDEA
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Caseware IDEA. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Caseware IDEA for Analytics and BI include:
- The University of Texas Rio Grande Valley, a United States based Education organization with 5361 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Caseware IDEA Coverage
Caseware IDEA is a Analytics and BI solution from CaseWare International.
Companies worldwide use Caseware IDEA, from small firms to large enterprises across 21+ industries.
Organizations such as CohnReznick, Boulay Group and SB Partners are recorded users of
Caseware IDEA for Analytics and BI.
Companies using Caseware IDEA are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Caseware IDEA are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Caseware IDEA across Americas, EMEA, and APAC.
Companies using Caseware IDEA range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 0%.
Customers of Caseware IDEA 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 IDEA customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Analytics and BI.