CaseWare logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

Caseware DocuFlex

What is Caseware DocuFlex?

What's New

  • New in Caseware DocuFlex

  • Release updates

Release History

  • Caseware DocuFlex Market Release (v.1.2956.0)

Get Started

  • Get started - Firm Administrator

  • Get started - Firm Author

  • Get started - Staff

  • Get started - Contact

Engagement Management

  • Start the engagement

  • Client correspondence (Queries)

  • Archive and lockdown the engagement

Was this helpful?

Yes
No
In this article
Recently viewed
  • Get started - Staff
  • Index
  • Training
  • Add content areas in the financial statements
  • Add an analysis section in the financial statements
  • Add areas
  • Content Management
  • Crear personal
  • Creating a primary (parent) copy
  • Manage synced data between source and destination engagements
  • Caseware Working Papers
  • Deny users and groups access to an entity
  • Data Extraction
  • Data linkage and real time updates in Cloud Connector
  • Index
  • Get started - Staff
  • What is Caseware DocuFlex Enterprise?
  • CSV Import Template demo file
  • Process details
  • Subledger details
  • Transaction details
  • Get Started
  • Bestanden delen met gebruikers of groepen
  • Activiteiten
  • personeelsrol
  • View licenses and downloads for Caseware Desktop products
  • Index
  • Known issues
  • Complete the engagement
  • Archive and lock down the engagement
  • Manage the firm template.
  • What is OnPoint Audit SLG?
  • Differences between SmartSync and non-SmartSync
  • Integrate Working Papers with Caseware Cloud
  • Transfer individual engagements with CloudBridge
  • What is OnPoint Audit?
  • What is OnPoint EBP?
  • What is OnPoint DAS?
  • https://portal.cpa.com/aa/das
  • View data for consolidation engagements in the Data page
  • Index
  • Understand the trial balance dataset
  • List of Cloud Connector functions
  • Get started - Staff
  • Staff
  • Firm Author
  • Firm Administrator
  • Import from Sage desktop
  • Customize financial groups
  • Checklists
  • Import the client's data from a CSV or Excel file
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Create a Caseware PBC engagement file
  • What is Caseware Cloud Connector?
  • Group columns in dynamic tables
  • Get started - Staff
  • Get Started
  • Rename content areas in financial statements
  • Edit table columns in the financial statements
  • Add or edit a calculation in table cells in the financial statements
  • Rename content areas in financial statements
  • Customize the financial statements content
  • Add cell references in dynamic tables
  • Review the prior year's engagement
  • Create placeholders in the engagement file
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2026 CaseWare International