Caseware Cloud

Cloud-based engagement management, document handling, practice administration, and purpose-built applications for audit, review, tax, and analytics.

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First-time tasks grouped by goal. Topics come from published documentation.

Set up your firm

Configure firm settings Add your branding Configure security

Set up single sign-on

Start your first engagement

Create an engagement Import a trial balance Configure materiality Attach supporting documents

Build your team

Add staff and contacts Create staff groups Assign security roles Grant entity access

Platform categories

6 subcategories

4 subcategories

Engagement Management

14 subcategories

8 subcategories

Practice Management

6 subcategories

20 subcategories