Introducing Caseware DocuFlex Enterprise - Market Release (v.1.3012.0)

Whether you’re performing an audit or offering various client advisory services, 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.

  • Enterprise authoring

    Enterprise authoring enables centralized content management, standardized templates, and enterprise-wide updates—ensuring consistency and efficiency across all engagements.

  • Analytics Hub

    The Analytics Hub provides a centralized place to access, filter, customize, and navigate analytic tests and their linked checklist procedures.

  • Materiality

    The Materiality form enables you to document principal users, establish overall and performance materiality, and identify qualitative disclosures, all in one location. It also allows you to set thresholds for trivial misstatements and define materiality and performance materiality for specific circumstances.

  • Risk and controls

    The Risks and controls module is a centralized solution to help you identify, assess, and document financial statement and assertion-level risks, along with their related controls. It allows you to evaluate control design and implementation and operating effectiveness, link risks to procedures, and maintain a clear, traceable risk-response workflow throughout your engagement.

  • Group audit

    The group audit feature streamlines the use of common work areas within a group audit. This includes the ability to identify common work areas for various group audit components and share common work areas with component auditors.