Introducing Caseware DocuFlex - Market Release (v.1.2956.0)

You can tailor Caseware DocuFlex to fit your engagement workflow and needs.

Design your workflows by creating folders, financial groups and a variety of documents including checklists, letters and memos. The visibility settings feature allows you to construct intelligent workflows that ensure you only see the content you need.

If you are performing engagements that require financial statements, you can create your own, or use the fully customizable, built-in financial statements that are integrated with the uniform financial grouping taxonomy.

Additionally, you can perform tax preparation work with the ability to export GIFI codes.

Here are some key platform capabilities available to you in the Caseware DocuFlex market release.

• Powerful data ingestion capabilities for effortless financial integration

  You can import data from various sources like Working Papers engagement files, Excel/CSV formats, as well as desktop and cloud-based accounting packages like Xero. Our integration capabilities simplify the process of importing data from other Caseware Cloud applications like Audit or ReviewComp engagement files.

• Effortless real-time collaboration to connect clients and staff

  Using our built-in query functionality, you can ensure smooth collaboration among team members and clients in real-time. Share and access data and documents securely to ensure collaboration.

• No code authoring capabilities

  Empower your organization with no code authoring tools by reducing dependence on IT or development teams. With Caseware Cloud, your team will have a toolkit to build out a custom solution to meet your specific needs.