Tax Document Gathering for Audit Seniors with CaseWare
The Problem
Chasing Financial Statement Audit clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in CaseWare
AI monitors CaseWare and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
CaseWare Integration Approach
Audit your CaseWare configuration
We map the specific CaseWare objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the CaseWare API or agent
Integration happens inside CaseWare — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CaseWare with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CaseWare instance
30-minute call. We'll look at your actual CaseWare setup and show exactly how this workflow fits.