What's new - Cloud 37.0

Find out what’s new in Caseware Cloud 37.0.

Prior engagements

We’ve heard from many of you that you rarely access older engagements, so with that knowledge, we’ve added a new setting that will accelerate page load times and file searches in Caseware Cloud. This new setting lets you specify when to label engagements as ‘Prior engagements’ after a defined period elapses past the year-end date.

The Prior Engagement Rules page in the firm settings.

Once enabled, staff will only see the list of active engagements, but they can easily toggle between active and prior using the option at the top of the file list.

The Prior engagements toggle at the top of an engagement file list.