Caseware Audit

Get Started

• Get started - Administrator

• Get started - Staff

• Get started - Contact

Planning

• Start the engagement

• Complete the Engagement Optimiser

• Perform the acceptance and continuance

• Collect the initial information and documents from the client

• Import the client's data

• Document the understanding of the entity and its environment

• Define materiality

• Document the overall audit strategy

• Request a review and signoff

Risk Identification and Assessment

• Identify preliminary analytical procedures

• Identify and assess risks

• Modify and review risks

• Add identified controls

• Modify and review controls

• Assess financial statement risks

Risk Response

• Document the audit response to assessed risks

• Review and complete the work programs

• Add custom form worksheets

• Review work programs and checklists using Review Tools

Completion

• Provide the summary of misstatements and control deficiencies

• Prepare the financial statements

• Wrap up the engagement

• Lock down the engagement