Your engagement file lives in CaseWare. Your firm runs in Casepath. From intake and independence checks to partner sign-off and deliverable tracking — one system, built for SA audit firms, live in a week.
Demo mockup · backend wires up during pilot
The client signed somewhere in a 40-email thread. The ISA 210 engagement letter is in someone's inbox — not yours. You're 14 days past year-end and you're still chasing the signed TB. The engagement-letter gap dashboard puts every active engagement without a signed letter on one screen, flagged before fieldwork starts, not after.
Three files sitting with the partner. Nobody's sure which one is oldest. The client is calling. The manager has sent a Teams message that got buried under 12 others. The partner review queue surfaces every file waiting for your sign-off, sorted oldest-first — so the most overdue engagement is never the one that falls off the list.
You're on-site. The client says the fixed asset register is coming. The manager's notes say it was sent last week. The PBC tracker replaces the email-thread-of-doom: every requested document has an owner, a due date, and a status. Everyone sees the same list — client, manager, partner. No more morning-of surprises.
Each one replaces something that was living in email, Excel, or a sticky note.
The live request list every engagement needs. Every requested document has an owner, due date, and status — replaces the email-thread-of-doom. Clients and managers see the same list.
Every file waiting for your sign-off, sorted oldest first. Nothing falls off the radar. The partner sees what's stuck, who owns it, and how long it's been waiting — at a glance.
Active engagements without a signed letter, surfaced before fieldwork. ISA 210 risk flagged in the open — not discovered when the regulator asks for it.
Benchmark selection, percentage inputs, three working figures — planning materiality, performance materiality, trivial threshold — and a lock button for the engagement file. No more Excel spreadsheets per engagement.
Significant-risk flag with planned response — the ISA 315.28 paper trail in a structured field, not a footnote in CaseWare. Surfaces during the partner review so nothing significant is overlooked.
Cold-review schedule and deficiency register in one place. What an inspection team looks for when they walk in. Designed to support ISQM 1 documentation workflows — not a compliance claim, a practical tool.
We're early. Our first audit pilot is shipping now. That means you get direct access to the people building it — and influence over what gets built next.
Being an early adopter comes with a trade-off: some edges are rough. We'll fix them fast. The core workflow — PBC, partner queue, materiality, risk register — is solid and ready to use.
Start the conversationCaseWare is exceptional at what it does. The working paper, the sign-off flow inside the file, the automated disclosure checklists — none of that changes. We're not trying to replace it. We don't even try to plug into it.
What CaseWare doesn't do is run your firm. It doesn't tell you which client hasn't sent the trial balance. It doesn't show you which partner has four files waiting. It doesn't track whether all your active engagements have signed letters. That's the layer Casepath sits in — around CaseWare, not against it.
Pricing in ZAR. No per-seat surprises.
Both tiers include hosting in South Africa, daily encrypted backups, and a 30-day pilot guarantee. Pricing in ZAR. VAT excluded. No lock-in after the pilot period.
We host on Hetzner South Africa by default — your data does not leave SA. POPIA-ready Data Processing Agreement included at no extra cost. Data-residency on request if your firm's policy requires a specific documented commitment.
The ISQM 1 monitoring log is designed to support your firm's own ISQM 1 documentation workflows. We're not making compliance claims on your behalf — that's your IRBA registration doing the work. We give you the structured fields to document what the standard requires.
Wessie owns every client relationship. Discovery calls, onboarding, pricing conversations — he's your person. When you call Casepath, you speak to Wessie.
Ruan builds the product. He designed the audit vertical from scratch and writes every line of code that runs it. When you ask for a workflow change or report a bug on the discovery call, the person who fixes it is the same person who built it.