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New HAT SRA Template with CaseWare Smart Engagement

We are also delighted to announce the launch of our new paperless Solicitors Regulation Authority (SRA) template. This has been built using CaseWare’s next generation audit software, offering all the benefits of cloud software, plus leading-edge tools enabling you to carry out assignments quicker and easier than ever before. The template allows you to:

  • Gather evidence easily and securely – Request and manage client information through one secure system and raise issues and queries directly with clients. Use the CaseWare query function to request evidence which clients can simply drag and drop onto the message automatically populating your audit file. Get clients to answer simple checklist style questionnaires that complete your audit work. All communication is through a secure client portal with ISO27001 certification.
  • Manage deadlines and processes – Use the activity monitor to see what is happening on engagements or the inbuilt status monitoring to view how any audit engagement is progressing.
  • Breaches tracked and summarised – While this is a key weakness on paper files, using CaseWare Smart Engagement means any issues identified are tracked and summarised.
  • Paperless system – any device, any time – Get all the benefits of working paperless without the headaches of hardware to manage.

More information is available from CaseWare’s website including details of a webinar on Monday 26 February provide an overview of the Smart Engagement template.

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