• SAIPA & CaseWare have partnered to
    transform the way practices work

  • /ul>

Included in the bundle:

Financial Statements
CaseWare financial statement templates dramatically reduce the time and frustration spent on drafting IFRS or IFRS for SME compliant annual financial statements. It is the only solution that automates the entire process and intelligently applies disclosure and adjusts a full set of financial statements according to each client's requirements. Included in the SAIPA bundle is selected IFRS for SME templates.
Monthly Management
When you buy the CaseWare SAIPA Online bundle we include our easy add-on module the Connector. The Connector does exactly that – it connects your existing management reporting Excel and Word documents to the data you already have in CaseWare, to automate the production of monthly management reports in minutes. You can report on actual, budgets and forecast figures. This is great whether you currently doing monthly management reports as a service or you looking at extending your service offerings to clients.
Collaborate in ways not possible before, with one centralised location for all your staff, clients and other stakeholders.
Client Portal
Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.
File Management
Enjoy a full document management system, with built-in archiving, retention and back up capabilities.
Review on the go
Review your financials on any device, anywhere. An easy and efficient way to review information, create issues and sign off.
Track and monitor every aspect of your engagement for optimised efficiency and profitability.
Leverage built-in roles for easy rights management or create your own.

Add on Cloud Apps:

Time & Billing
This easy add-on app gives you the ability to manage your time and billing from any web enabled device. Analyse activity by staff member, client or WIP and invoice straight from Time. Simply attach receipts to expense records in digital form, eliminating the need to keep and sort paper. With useful reports just a click away, keep an eye on your practice wherever you go.
CloudSec takes care of all your statutory compliance processes all in one place. CloudSec uses our Cloud platform to manage much more than just completing forms, it also takes care of all the processes that surround secretarial work by connecting you, the client and CIPC. CloudSec will make you earn more from your secretarial work by building in efficiencies at each point in every process.
CloudTax (Coming Soon)
CloudTax will automate the management of Provisional Tax Returns for all entity types. User’s will be able to do batch processing of Provisionals and you will be able to collaborate with your clients through our cloud platform. CloudTax will be added to our CaseWare Cloud platform which means our suite of integrated products can be used to manage your entire practice.


The SAIPA Solution R7 426 EX VAT payable over 4, 6 or 12 months

*this price includes data storage for 5GB per license. Contact us to find out more for unlimited storage options.

What are the benefits?

Centralised Engagements - monitor the status of engagements from any web-enabled device. Plus, engagement files are stored in CaseWare Cloud, which means automatic backups and no need for expensive servers.

Task Management and Timeline Analysis - Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This combined with timeline functionality presents a new way to view and keep track of all the activity in your firm on one screen.

Promotes Mobility and Flexibility - Access to real-time data, anytime and anywhere improves productivity and client service.

Where will my data be stored?

We at CaseWare take data security very seriously. Your data will be stored in state-of-the-art data centers operated by Amazon Web Services.

What Type Of Security Protects This Sensitive Data? - Amazon provides physical security and logical security controls at the infrastructure layer. The platform is covered by a SSAE 16 report and is PCI Level 1 certified, ISO 27001 certified, and compliant with all major security control frameworks.

What About Backups? - Full backups of every client system are run daily and maintained for 80 days.

What Kind of Encryption Is Used? - Data that is transferred to and from CaseWare Cloud is 100% encrypted at the same strength used in online banking.

Want to learn a bit more about the SAIPA solution?

Why take your practice online?

Improved data management - all information is stored in one centralised and secure location

It saves your business money - save on IT costs as no need for expensive hardware and equipment

Streamlines business processes - centralisation of data means you only need to touch a piece of work once

Scalability - cloud technology makes it easy to adapt your practice to your changing demands

Ensuring your success on the software

Owning the CaseWare SAIPA Online bundle gives you access to free training annually. The training is geared to make sure you are using the software to its full potential and you are kept up-to-date with all the changes we make on the software for compliance and a better user experience. We regularly offer free webinars on specific topics based on client feedback we get in our support calls. There is also a Success Community where you can access FAQs, how to guides, training videos and webinar recordings anytime, anywhere. You will also find all the information about the software you own with us like your license statement in the Community too.

Other offerings from CaseWare

We have a range of solutions that you can add onto your SAIPA Online bundle.

Other financial statement templates that include all the relevant disclosure requirements

  • Trust
  • Body Corporate

Assurance Engagement templates to ensure you are doing the right work, faster and smarter

  • Probe MMX Audit
  • Probe MMX Review
  • Probe Compilation
  • Probe Attorneys
  • ISQC1 automated template

Want to learn a bit more about the SAIPA solution?