Maintain an efficient overview of all your engagements with our monitoring tools

With the Caseware monitoring tools, you get a clear overview across all engagements, content info, type of assignments and progress. Moreover, you can personalise your overview. This is important for compliance and to be in control of all your assignments.

• Sign-offs are extracted directly from your assignments, giving you a clear overview of activities and documents signed off in both preparation and revision modes, including initials and dates.
• Quick access to essential statistics and KPIs.
• Track the status of your assignments and lockdown dates.
• Use filters for a personalised overview and save them for quick access.

This monitor is available for the following apps:

• Audit Monitor (Smart Audit and Working Papers)
• Special Engagement Monitor
• Lux Audit Monitor
• Lux FinTax Monitor

NEW! Monitor+
(only for Smart Audit)

Beyond the standard monitoring features, this new monitor includes additional functionalities.

The main additional features:

• Flexibility for specific adjustments within the office: this allows you to add and monitor additional data at the office level without limitation yourself.
• Addition of Auditors Annual Cartography, which can be submitted to the IBR/CTR. The Monitor+ displays a centralised overview of data from Smart Audit files and Special Engagements. This allows you to monitor recurring items in the Cartography.