From engagement planning to sign-off — CaseQuo gives your team structured working papers, risk-based programmes, and quality controls built on professional standards.
Designed around professional standards
Everything you need
Plan and track every engagement from acceptance to sign-off. Team assignment, year-end, and status at a glance.
ISA-aligned audit programmes with structured sections, preparer and reviewer sign-off, and full working paper trails.
Identify and assess risks at financial statement and assertion level. Link procedures directly to identified risks.
ISQM-aligned monitoring activities, EQR assignments, and firm-level quality risk assessment in one place.
Centralised storage for firm and engagement documents with categories, expiry alerts, and version control.
Role-based access control scoped per firm. Partners, managers, seniors, and quality reviewers — each sees what they need.
The product
Every screen designed around your workflow — from risk assessment to quality review.
Every engagement in one place. Tailoring, materiality, risk assessment, working papers, review, and sign-off — all linked and tracked.
Identify and document risks at every level. A live heatmap, assertion-level linkage, and fraud risk flags — all in one structured register.
Monitor firm-level quality obligations under ISQM 1 & 2. Track risks, findings, and EQR assignments across all active engagements.
Build and publish audit programme templates aligned to ISA. Customise sections, questions, and tailoring controls per engagement type.
The CaseQuo desktop app lets you view your engagement data and risk register without an internet connection. Changes sync automatically when you reconnect.
Requires an active CaseQuo account. Generate a device token in Settings → Devices.
Pricing
Start free, scale as your firm grows. No setup fees, no long-term contracts.
For small firms getting started with structured audit workflows.
For growing firms that need quality management and advanced workflows.
For large networks and firms with regulatory reporting requirements.
Join firms that have moved their audit workflows out of spreadsheets and into a system built for the job.