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CaseWare Cloud - Engagement Tracking Tool

Easily identify and prioritise your assignment deadlines from one colour coded dashboard

Our new cloud dashboard tool; Engagement Tracking enhances practice efficiency, empowering accountants and auditors to easily track the progress of accounts production, audit and corporation tax engagements across their organisation. The intelligent and easy to use dashboards allows users to focus on critical engagement deadlines and understand your engagement problem areas and monitor their firm's performance. 

 


Engagement Tracker Dashboards available in CaseWare Cloud

Accounts Production
Audit
Corporation Tax
Companies House deadlines (coming soon)

Key Features

Engagement Drop Down - Full breakdown of events and additional information

Filtering options - Filter to view only incomplete jobs and jobs assigned to you

Intelligent Tooltips - Displays key information such as due dates, completed dates and user sign off 

Custom Dashboard - Combine trackers with other reports 

 

 

CH Tracker mobile

Key Benefits

Portfolio Management

Monitor assignments relating to all your clients from one dashboard

Deadline Management

Manage workload based on pending deadlines and deliverables due

Prioritisation

Clearly indicates progress versus expectations 

Firm performance overview 

Pin point weaknesses or difficult areas across the firm

Find out more with our webinar