List of Caseware Working Papers Customers
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Since 2010, our global team of researchers has been studying Caseware Working Papers 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 Working Papers for Project Portfolio 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 Working Papers for Project Portfolio Management include: First Horizon Bank, a United States based Banking and Financial Services organisation with 7373 employees and revenues of $3.42 billion, Plante Moran, a United States based Professional Services organisation with 3800 employees and revenues of $1.00 billion, CohnReznick, a United States based Professional Services organisation with 5000 employees and revenues of $1.00 billion, Elliott Davis, a United States based Professional Services organisation with 1000 employees and revenues of $280.0 million, Boulay Group, a United States based Professional Services organisation with 315 employees and revenues of $60.0 million and many others.
Contact us if you need a completed and verified list of companies using Caseware Working Papers, 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 Working Papers 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 Working Papers | Project Portfolio Management | 2004 | n/a |
In 2004, Boulay Group implemented Caseware Working Papers to standardize engagement file management across its assurance and advisory practices. The engagement adoption established Caseware Working Papers as the firm level platform for working papers, document production via CaseView, and audit file assembly, and it later enabled a strategic shift to a cloud storage model for those files.
Boulay configured Caseware Working Papers with CaseView document creation capabilities and iterative SmartSync deployments to support distributed teams. The firm evolved from SmartSync with VPN to SmartSync Server for on premises parent file hosting, and ultimately provisioned Caseware Cloud to store Caseware Working Papers data, creating a hybrid architecture where staff continue to work in the native Working Papers client while content is persisted and secured in the cloud.
The implementation surface included engagement files migration and integration with Caseware platform products for analytics and practice management, specifically ongoing use of Caseware IDEA and evaluations of Caseware Sherlock and the OnPoint suite. Operational coverage spanned Boulay Group offices in Minnesota and Florida, the firmwide IT organization, and cross functional pilot teams, while access management extended to geographically dispersed staff across more than 30 U.S. states and offshore contractors.
Governance and rollout relied on structured planning from Boulay IT and the learning and development department, with pilot teams from multiple departments validating workflows and training needs. The migration executed in a planned window, moving approximately 40,000 Working Papers files to Caseware Cloud in under four months, with manual publication required for roughly 200 files, and ongoing file administration consolidated via cloud based permission controls.
The move to Caseware Cloud preserved Caseware Working Papers as the engagement workspace while delivering platform level capabilities aligned to Project Portfolio Management, including single sign on, multi factor authentication, AES 256 encryption of files at rest, and more granular least privileged access controls. These security and operational changes were adopted to improve security, operational flexibility and scalability for Boulay Group.
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CohnReznick | Professional Services | 5000 | $1.0B | United States | CaseWare International | Caseware Working Papers | Project Portfolio Management | 2009 | n/a |
In 2009 CohnReznick implemented Caseware Working Papers as a core application to manage engagement documentation and project tracking across its professional services practice. The deployment at the United States footprint supported audit and accounting engagement lifecycles for a firm of approximately 5,000 employees and was positioned within Project Portfolio Management to centralize workpaper orchestration and task sequencing.
Caseware Working Papers was configured to provide engagement file management, document assembly and version control, templated workpaper libraries, and automated trial balance linking consistent with Project Portfolio Management functional terminology. Configuration work emphasized standardized engagement templates, review and sign off workflows, and role based access to working papers, aligning audit and accounting teams on consistent documentation and review processes.
The implementation operated alongside a suite of applications that were actively supported in the environment, including Caseware IDEA, Caseware Smart Analyzer, GoFileRoom, SharePoint, QuickBooks and other accounting and productivity tools cited by support staff. Integrations and operational touch points included document storage and retrieval with GoFileRoom and SharePoint, data analysis handoffs to Caseware IDEA and Smart Analyzer, and user provisioning tied to Microsoft Active Directory, reflecting an integrated application landscape for audit, tax and finance functions.
Operational governance relied on Tier III application support and technology support analyst coverage to manage updates, troubleshooting and user communications, with configuration control applied to templates and review workflows. Change management centered on standardizing engagement processes and maintaining access controls, while day to day support drew on established help desk tooling and remote access utilities used by support teams.
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Elliott Davis | Professional Services | 1000 | $280M | United States | CaseWare International | Caseware Working Papers | Project Portfolio Management | 2019 | n/a |
In 2019, Elliott Davis implemented Caseware Working Papers as part of its Project Portfolio Management environment for its accounting practice. The deployment began in mid 2019 and remained active through at least August 2021, supporting document processing and engagement workflows for a regional professional services firm of about 1,000 employees.
Configuration centered on engagement file management, document standardization, template-driven formatting and automated error-proofing capabilities within Caseware Working Papers. The implementation operated alongside Smartsheet for work tracking and scheduling, and leveraged collaboration platforms Zoom and Microsoft Teams to enable remote review and team coordination beginning March 2020.
Operational scope focused on accounting and engagement teams, where Caseware Working Papers supported document lifecycle controls, versioning and quality assurance processes. Governance was enforced through standardized templates and quality checks administered by a Document Specialist between June 2019 and August 2021, ensuring consistent formatting, reduced document errors and adherence to accounting deadlines.
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Banking and Financial Services | 7373 | $3.4B | United States | CaseWare International | Caseware Working Papers | Project Portfolio Management | 2021 | n/a |
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Professional Services | 3800 | $1.0B | United States | CaseWare International | Caseware Working Papers | Project Portfolio Management | 2018 | n/a |
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Professional Services | 80 | $13M | Canada | CaseWare International | Caseware Working Papers | Project Portfolio Management | 2023 | n/a |
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Buyer Intent: Companies Evaluating Caseware Working Papers
- Keiter CPAs, a United States based Banking and Financial Services organization with 220 Employees
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