An Introduction to Caseware Cloud *Introductory Level

Mar 26 2024

Are you looking to gain a foundation knowledge of Caseware Cloud, ahead of preparing your Cloud Financials and Cloud Audit engagements?

Join us on Thursday 23rd May 12:00-12:30 (BST) for our introductory webinar, as we take you through an overview of the platform. During the session, we’ll be covering:”

· Basic Navigation

· Entities

· Staff

· Filters

· Searching

Our guidance will help you to begin effectively setting up your entities, staff and engagement files on the Caseware Cloud. The webinar is aimed at new users of the Caseware Cloud and is applicable to Cloud Financials and Cloud Audit users.

As always, there will be opportunities to ask your questions and give feedback.

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iXBRL in AccountsAdvanced **Intermediate Level

Mar 21 2024

Are you looking to get up to speed with the iXBRL tagging process in Caseware?

Join us for an overview of iXBRL tagging within the AccountsAdvanced templates.

During the session, we’ll be covering:

  • · An iXBRL overview
  • · Key iXBRL terminology Auto-tagging
  • · Auto-tagging
  • · An introduction to manual tagging
  • · Reviewing Tags
  • · Generating an iXBRL instance document

We will conclude this session with a Q&A, providing you with the opportunity to ask your iXBRL tagging questions.

From this session, you will have the knowledge to effectively generate an auto-tagged set of accounts and get started with manually tagging content.

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New Age Talent Management for Accounting Firms

Aug 21 2023

Hiring and retaining talent is one of the top practice management challenges facing today’s accounting firms. According to Caseware’s 2023 State of Accounting Firms Trends Report, talent management is the fastest rising challenge year-over-year. When asked for their top practice management challenges, 35 percent of survey respondents chose “Finding the right talent” – an increase of 14 percent over 2022. Find out why the accounting industry is facing a talent crunch and what you can do to lessen its effects.

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Don’t Get Squeezed by the Talent Crunch: Strategies for Internal Audit

Aug 21 2023

A global shortage of talent is driving leaders and managers to find creative ways to attract new auditors. The challenge is real: recent Caseware research found 95 percent of surveyed internal auditors see the task of hiring the right talent as either “challenging” or “extremely challenging.” Register for this webinar to discover strategies you can employ to combat the auditing talent shortage.

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Cloud Technology Adoption – From Challenge to Success

Aug 21 2023

Most accounting practices have by now adopted some cloud technologies and processes. And many of your clients are likely fluent with the cloud and remote collaboration. This webinar uses a case study approach to help you understand the importance of reengineering business processes and upskilling employees, how to avoid pitfalls and misconceptions, and what emerging technologies will impact the accounting industry.

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