List of Caseware SmartSync 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 SmartSync 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 SmartSync for Collaboration 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 SmartSync for Collaboration include: Plante Moran, a United States based Professional Services organisation with 3800 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 SmartSync, 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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Boulay Group | Professional Services | 315 | $60M | United States | CaseWare International | Caseware SmartSync | Collaboration | 2016 | n/a |
In 2016, Boulay Group implemented Caseware SmartSync to provide centralized Collaboration for its engagement file synchronization and remote access. The initial SmartSync deployment was positioned to enable seamless team collaboration on Caseware Working Papers, leveraging CaseView for document creation and preserving the firm’s engagement file structure while enabling distributed access for staff.
Boulay later evolved the environment by migrating parent Working Papers files onto Caseware Cloud, retaining Working Papers as the authoring platform while shifting storage and collaboration services to the cloud. The implementation footprint included SmartSync Server and the Working Papers suite, with configuration work to support synchronized file access, group-based permissions administered through Data Store workflows, and API-enabled extensibility to explore additional Caseware cloud services.
Operational coverage spanned Boulay’s Minnesota and Florida offices and an increasingly distributed workforce across more than 30 U.S. states plus offshore contractors, affecting assurance, tax, advisory and internal practice technology teams. The migration moved approximately 40,000 Working Papers files in under four months, with about 200 files requiring manual publication, and was coordinated by Boulay’s dedicated IT and learning and development teams using cross-departmental pilot cohorts to validate rollout procedures.
Governance changes included formalized least-privileged access controls, single sign-on and multi-factor authentication adoption after the cloud move, and the use of AES-256 encryption for files at rest as part of the platform security posture. Boulay continues to extend its Caseware ecosystem, operating Caseware IDEA for data analysis and evaluating Caseware Sherlock and the OnPoint family for future practice management and specialized audit workflows, while keeping Working Papers and Caseware SmartSync central to its Collaboration and engagement file strategy.
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Plante Moran | Professional Services | 3800 | $1.0B | United States | CaseWare International | Caseware SmartSync | Collaboration | 2018 | n/a |
In 2018, Plante Moran implemented Caseware SmartSync to support a fully paperless audit environment. Caseware SmartSync is deployed as a Collaboration application alongside CaseWare Working Papers to keep engagement teams interconnected and to provide drill-down access to supporting documentation and organized audit files.
The configuration emphasizes synchronized working papers and server synchronization, with integrated wired or wireless connectivity in the field. The deployment leverages Caseware Working Papers for document organization and the drill-down review capability, while SmartSync provides the synchronization layer that allows audit staff using notebook computers running Windows XP and standard Microsoft Word and Excel environments to access up-to-date file sets.
Integrations explicitly include the Citrix ShareFile client portal for secure client uploads, with an annual client file provisioned and structured into subfolders by audit area for organized document storage. The environment also incorporates Casewares' IDEA and Thompson Reuters PPC Checkpoint tools to support Computer-Assisted Audit Techniques, enabling data mining and extraction, data sampling and analysis, and fraud detection workflows.
Operational scope covers the entire engagement team and participating consultants, who are provided the same software stack used by Plante Moran staff, and clients who are directed to ShareFile for secure file exchange. Governance and process changes center on a paperless audit workflow, standardized folder structures by audit area, and consistent use of SmartSync synchronization and CAAT tooling across engagements to maintain a unified Collaboration framework.
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SB Partners | Professional Services | 80 | $13M | Canada | CaseWare International | Caseware SmartSync | Collaboration | 2023 | n/a |
In 2023, SB Partners implemented Caseware SmartSync to strengthen Collaboration across its assurance practice and to improve concurrent work on engagement files. The deployment of Caseware SmartSync was delivered as part of the Caseware Essentials Suite, a hybrid cloud and desktop engagement platform that includes Caseware Working Papers, Caseware Cloud, Caseware Connector, Caseware PBC Requests, Caseware Accomplish and an initial rollout of Caseware IDEA.
Caseware SmartSync was configured to synchronize document copies so team members can edit the same engagement documents without version control conflicts, while Caseware Working Papers retained its role as the engagement management repository. The implementation preserved desktop editing workflows and introduced file synchronization and automated linkage capabilities, aligning with standard Collaboration workflows such as concurrent editing, file locking avoidance and central file version coherence.
Integrations in the deployment include explicit linkage between Caseware Working Papers and Microsoft Word and Excel via Caseware Connector, enabling year over year rollover of client data with automatic data linkages. Operational scope focused on the assurance team at the firm’s Burlington, Ontario office, with Caseware Cloud centralizing storage and Caseware PBC Requests supporting secure client document exchange.
Governance and process changes centered on collaborative file handling and engagement rollover procedures, with teams adopting synchronized editing patterns and using Connector-driven data linkages for year end transitions. Reported outcomes included more efficient teamwork on engagement files, reduced risk of overwritten or duplicated work, and easier year over year client data rollovers, with the firm planning further hybrid cloud adoption for Working Papers storage and continued rollout of Caseware IDEA.
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Caseware SmartSync Coverage
Caseware SmartSync is a Collaboration solution from CaseWare International.
Companies worldwide use Caseware SmartSync, from small firms to large enterprises across 21+ industries.
Organizations such as Plante Moran, Boulay Group and SB Partners are recorded users of
Caseware SmartSync for Collaboration.
Companies using Caseware SmartSync are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Caseware SmartSync are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Caseware SmartSync across Americas, EMEA, and APAC.
Companies using Caseware SmartSync 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 SmartSync 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 SmartSync customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Collaboration.