CaseWare Collaborate Portal Instruction Guide

About our Portal System

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

To start using the client portal please log in by clicking "Login" on the right side of the screen.  

Our dedicated portal, CaseWare Collaborate, utilizes state-of-the-art data centers operated by Amazon Web Services (AWS). AWS’ world-class, highly secure data centers utilize electronic surveillance and multi-factor access control systems. Data centers are staffed 24x7 by trained security guards, and access is authorized strictly on a least privileged basis. Environmental systems are designed to minimize the impact of disruptions to operations. And multiple geographic regions and Availability Zones allow you to remain resilient in the face of most failure modes, including natural disasters or system failures. The data and objects you store in the portal are encrypted automatically using Advanced Encryption Standard (AES) 256, a secure symmetric-key encryption standard using 256-bit encryption keys.

We know that it’s important for you to understand the protection measures that are used to guard the AWS cloud infrastructure. But since you can’t physically touch the servers or walk through the data centers, how can you be sure that the right security controls are in place?

The answer lies in the third-party certifications and evaluations that AWS has undergone. AWS has achieved ISO 27001 certification and has been validated as a Level 1 service provider under the Payment Card Industry (PCI) Data Security Standard (DSS). We undergo annual SOC 1 audits and have been successfully evaluated at the Moderate level for Federal government systems as well as DIACAP Level 2 for DoD systems.

Each certification means that an auditor has verified that specific security controls are in place and operating as intended. You can view the applicable compliance reports by contacting your AWS account representative.