Getting Started

Thank you for purchasing Caseware® Financials.

There is some general information below about Financials and instructions for those installing for the first time.

If you have existing client files and you are upgrading your version of Financials, installing a customized template, or updating a template or client file, choose one of the options to the right to find the appropriate installation information for your situation.

• Introduction to Financials
• System Requirements
• Getting Technical Support
• End User License Agreement

Customized Financials Templates

Updates are published periodically by Caseware International and our Global Distributors.Template Authors must repackage an updated template installer that includes the template updates along with their customizations. Users then install this version of the template update, update each of their client files, and complete their engagements for the year.

• Template Author Help
• User Help

Workflows

• Installing Financials

  Click here if you are installing Financials for the first time and your organization has not customized the content for you.

• Updating Financials

  Click here if you already have Financials installed and you are updating your template or client files.

• Working with Client Files

  Financials can be integrated with an existing Working Papers file or a new client file can be created.