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
  • Files
  • English (US)
  • English (US)
  • Get started with Caseware Cloud Connector
  • What is Caseware Cloud Connector?
  • Create client entities
  • Entities
  • What is OnPoint Audit?
  • Index
  • What is OnPoint DAS?
  • https://portal.cpa.com/aa/das
  • English (US)
  • Start the engagement
  • Get started - Firm Administrator
  • English (US)
  • Engagement Management
  • Caseware Support
  • Get CloudBridge
  • Customize fonts and headings
  • Start the engagement
  • Planning
  • Fieldwork
  • Manage access for Caseware Cloud apps
  • purchase and enable
  • Data linkage and real time updates in Cloud Connector
  • Manage your firm account in MyCaseware
  • Deny users and groups access to an entity
  • Insert data using the Cloud Connector pane
  • Data linkage and realtime updates in Cloud Connector
  • Get started with Cloud Connector
  • Audit strategy
  • Controls report
  • Steekproef selectie
  • Een rekening of groep toevoegen in de Datapagina
  • Understand the trial balance dataset
  • Permissions
  • Firm Monitoring
  • Practice and Project Management
  • Sherlock US Hybrid Visualizations
  • Workflow examples
  • View and manage aggregated analytic test results in Analytics Hub
  • Manage analytic tests in the Analytics Hub
  • Create firm-managed knowledge bases
  • AiDA 2025-10
  • English (US)
  • my.caseware.com
  • Get technical support
  • What is OnPoint EBP?
  • English (US)
  • OnPoint Audit Summer 2025
  • Understand the trial balance dataset
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