Caseware alternatives
Caseware alternatives for NZ and Australian businesses
Caseware: Quoted privately, with Caseware Cloud licences charged by active user
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Caseware with
Caseware does not publish prices. Its cloud licences are counted by active user and quoted through its sales team. If you are comparing your renewal, the number of preparers, reviewers and partners who need access can affect the bill.
Often compared
Silverfin
Noted as serving buyers in the UK and Europe.
Often compared
BrightWorkpapers
Its price is available by quote.
Often compared
Karbon
An accounting-practice workflow tool, rather than a year-end accounts production tool.
Often compared
FYI
An accounting-practice workflow tool, rather than a year-end accounts production tool.
Yours to own
Year-End Accounts for Claude Code
The open-source year-end accounts and workpapers system that is just a database and Claude Code. Built around your business, with your Caseware data brought across.
See how it worksHow to choose
How to choose a Caseware alternative
- 1
What drives the bill
Check whether your cost changes with the number of people using the system. Caseware Cloud licences are counted by active user, so preparers, reviewers and partners who open a file count. Ask for your renewal figure and check which products it covers before comparing it with another option.
- 2
Who owns your records
Ask where your records sit and whether you keep a database you own. The free version can be run with your own hosting and running costs. With an Enterprise DNA version, your practice keeps its database, so consider how that suits your record-keeping needs.
- 3
Fit with your own rules
Check whether the system can reflect your layouts, fields and review rules. A standard product includes templates, but your own layout still needs setting up and keeping current. Enterprise DNA shapes your version around your layouts, rules and screens, including quality checks your practice needs.
- 4
What the switch involves
Check what you can bring across and what you will still need to keep in Caseware. You can export trial balances and bring over client, file, account, balance and comparative records. Workpapers, journals, sign-off history and attachments stay in Caseware for your records.
The option that fits
A version built around your practice
Year-End Accounts is the option that can fit the way your business works. Enterprise DNA builds your practice its own version, brings across client, file, account, balance and comparative records from Caseware, and shapes layouts, rules and screens around your work. Enterprise DNA runs it for you for one setup fee, then a monthly retainer. You can also run the free version yourself, with your own hosting and running costs.
- check Keep your database and records.
- check Set layouts and rules around your work.
- check Choose Enterprise DNA support or run the free version yourself.
Make it yours
Design your own Caseware replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Caseware. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Caseware data across and run it for you.
Questions
Caseware alternatives, answered
Can an alternative cover our year-end accounts work? expand_more
The free version covers special purpose year-end accounts for small clients, including trial balances, mapping, journals, workpapers, client questions, review and partner sign-off. It does not run audits, write general purpose disclosures or lodge returns. Enterprise DNA can scope other needs into your version.
What can we bring across from Caseware? expand_more
Export each trial balance from Caseware, add the client and period details, then map your columns and map numbers once. The free version brings across clients, files, accounts, balances and comparatives, keeping the original rows. Workpapers, journals, sign-off history and attachments stay in Caseware for your records.
What will it cost to use our own version? expand_more
The free version costs nothing to run, but you provide your own hosting and cover running costs. Enterprise DNA charges one setup fee, then a monthly retainer for the agreed work. Your practice keeps its database and gets layouts, rules and screens shaped around how it works.
How are review and sign-off handled? expand_more
A file cannot be marked prepared until it balances, every account is mapped and each large movement has a workpaper. The reviewer cannot be the preparer, and the partner cannot sign until review points are cleared and the terms of engagement are recorded. The partner remains responsible for reading the file.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Caseware costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Caseware?
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