What's new - Caseware DocuFlex 2026.1 (v 2.1460.0)
Here's what's new in the DocuFlex Winter 2026 release.
New Caseware DocuFlex 2026.1.0 template
We’ve launched a new Caseware DocuFlex template as part of our broader effort to align with the rest of our product ecosystem—including OnPoint Audit, OnPoint PCR and Caseware Taxflow. This standardization supports a more cohesive experience for firms using multiple products.
Notes:
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Existing engagements will not be affected by the new template.
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For details on how to transition to the new template, including workflow changes and customization impacts, refer to our Transition guide—Caseware DocuFlex 2026.1.0 template.
Revised 1-100 Engagement setup workflow
As part of the DocuFlex 2026.1.0 template, we have revised the workflow in the 1-100 Engagement setup checklist to incorporate the new industry financial groupings. New procedures have been added, and existing procedures have been relocated within the 1-100 checklist to ensure optimal engagement workflow. Refer to the Transition guide—Casewaere DocuFlex 2026.1.0 template for additional details.
