Citrin Cooperman, a professional services company, has implemented Caseware’s AI-enabled Dynamic Assurance Solution (DAS) Suite to improve audit quality and support professional development and growth.
The company rolled out the complete DAS Suite – comprising DAS Audit, DAS PCR and DAS EBP – creating a single audit platform to drive consistent processes and collaboration, and use data-driven insights across its assurance operations.
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Citrin Cooperman & Company Assurance Innovation leader Jessie Kanter said: “Our investment in DAS is part of a broader commitment to innovation across the firm.
“As AI and emerging technologies continue to reshape the profession, we are focused on empowering our professionals with intelligent tools that enhance audit quality, accelerate learning and enable us to scale effectively, while preserving the critical thinking and professional judgment that our clients value.”
The company’s adoption of DAS is part of a wider strategy to embed AI-enabled tools and advanced technologies across its business.
By using Caseware Verity, which integrates methodology, guidance and data-led insights into the audit process, the Caseware AI platform helps practitioners to make informed decisions, simplify engagement delivery and devote time to analysis and client work.
Caseware CEO David Marquis said: “Firms like Citrin Cooperman & Company, LLP recognise that the greatest value comes from combining deep audit expertise with intelligent, governed workflows that help professionals become more efficient and accelerate time to value for clients.
“That is exactly the vision behind Caseware Verity, and we are proud to build the agentic platform that enables the firms that are building the next generation of assurance.”
CPA.com acted as a strategic partner during the rollout, advising on implementation strategy, data migration, training and change management.
Earlier this month, Citrin Cooperman Advisors acquired assets of LGA, an accounting and business advisory practice in the US.
