Cloud Index

New to Cloud? Get started with purchasing, subscription, and setup details.

  • What's new
  • CaseWare Cloud - Getting Started Guide
  • Onboarding staff (1 to 10 people)
  • Onboarding staff (10 or more people)
  • Setting up client billing
  • Setting up Time in Cloud
  • System requirements
  • Before purchasing a CaseWare Cloud license
  • Purchasing a CaseWare Cloud license
  • Cloud Billing (Settings)
  • Create an engagement team
  • Get technical support

Collaborate on your organization’s work with other staff members. Start discussions, assign tasks, and share files.

  • Create a private file or activity
  • Share reports and documents
  • Giving feedback to others in Cloud
  • Check system and file history

New to Cloud? See our Getting Started Guide.

Get the most out of Cloud by familiarizing yourself with some of its key features.

  • Engagements page
  • File management
  • Integrated Time and Billing
  • Notifications
  • Other Engagements
  • Timeline

New to Cloud? See our Getting Started Guide.

Visualize your engagements with customized dashboards to see your entire workload at a glance. Track your progress, add gadgets, and share your dashboard with others.

  • Assess the quality of your engagements
  • Tracking WIP in Cloud
  • Gadget list (Dashboards)
  • Set up dashboards to monitor the audit (Q)

New to Cloud? See our Getting Started Guide.

Keep your team organized with entities, Cloud’s solution for effective document management.

  • Create client workspaces
  • Organizing internal workspaces
  • Create a private entity
  • Transferring ownership of a workspace
  • Create an engagement team
  • Review the prior year's engagement
  • Create an engagement file for the next period (roll forward)
  • Set deadlines and budgets for a new engagement
  • Request information from a client
  • Report the engagement status to others
  • Viewing overall engagement status
  • Assessing the quality of your engagements
  • Create workspace associations
  • Association sharing
  • Custom Entity Properties
  • Entity creation
  • Deactivate or delete client entities

New to Cloud? See our Getting Started Guide.

Host all of your engagement files on Cloud’s secure online storage system and share them with staff or clients.

  • Create a private file or activity
  • Review the prior year's engagement
  • Create an engagement file for the next period (roll forward)
  • Create placeholders in the engagement file
  • Upload files to an entity
  • Download files
  • Request information from a client
  • Share reports and documents
  • Work with Google Drive and SharePoint files
  • Viewing overall engagement status
  • Recover a previous version or deleted file
  • Managing sync copies
  • Check system and file history
  • Set file retention
  • Organize files by folders and tags
  • Viewing your assigned work

New to Cloud? See our Getting Started Guide.

Customize CaseWare Cloud for your organization, from accounts to workflow.

  • Setting up Time in Cloud
  • Create views for all users
  • Create custom fields, tags and workflows
  • Define custom labels, positions and links
  • Set staff rates and work codes
  • Set workdays, standard hours and holidays
  • Update your staff list
  • Automate time entries based on time in file
  • Automate time entries using your calendar
  • CaseWare Cloud data policy
  • Create billing codes for invoices
  • Customization (Settings)
  • Cloud Billing
  • Organization (Settings)
  • Email (Settings)
  • Security (Settings)
  • Customization (Settings)
  • System (Settings)
  • Working Papers (Settings)
  • Time (Settings)
  • Analytics (Settings)

New to Cloud? See our Getting Started Guide.

Grant or restrict access levels for users, assign entity owners, and protect your files.

  • Creating security roles
  • Permissions
  • Built-in roles
  • Assign security roles
  • Controlling access to Working Papers files
  • Create a private entity
  • Create a private file or activity
  • Login settings
  • Transferring ownership of a workspace
  • Create workspace associations
  • Association sharing

New to Cloud? See our Getting Started Guide.

Add, remove, and update the users who access your Cloud portal.

  • Create an account for staff or contacts
  • Create staff or contact groups
  • Importing staff members or contacts from a list
  • Set staff access levels
  • Create an engagement team
  • Deactivate or delete accounts
  • Manage your CaseWare Cloud licenses
  • Update your staff list
  • Reorganize staff and groups
  • Activation of staff and contact accounts
  • Staff rate properties

New to Cloud? See our Getting Started Guide.

Manage your personal Cloud account profile, password, subscriptions, and more.

  • Change personal preferences
  • Integrate productivity tools with Cloud
  • Change notification settings
  • About notification settings
  • Account Settings
  • My profile picture
  • Personal regional settings
  • Startup Settings
  • Subscribed Items
  • VoIP Settings

New to Cloud? See our Getting Started Guide.

Use AnalyticsAI to scan audit transaction sets.

  • CaseWare AnalyticsAI
  • What's new - AnalyticsAI
  • AnalyticsAI workflow
  • Import trial balance in AnalyticsAI
  • Import transactions
  • Check data completeness
  • Adjust influencers
  • Analytical review
  • AnalyticsAI test results
  • AnalyticsAI configuration
  • Export AnalyticsAI results

New to Cloud? See our Getting Started Guide.

Monitor the progress of your audit with automated reports, charts, and notifications.

  • Integrate Q (the app) with Working Papers
  • Track the audit progress with Q

New to Cloud? See our Getting Started Guide.

Complete your audit, review, and compilation engagements within CaseWare Cloud. SE products are specifically designed with the appropriate documents, checklists, and queries for your engagement. Available SE products include OnPoint PCR - Preparation, Compilation and Reviews and CaseWare ReviewCompTax.

Need the Transformer tool? See this topic to get the download.

  • Add an account or group to the trial balance
  • Add review notes (issues)
  • Add annotations
  • Assign accounts to groups
  • Attach documents to an engagement file
  • Carry forward an engagement
  • Complete a checklist
  • Complete a client request
  • Complete review notes
  • Create a consolidation engagement
  • Create an engagement file
  • Create an engagement for an interim period
  • Customize a client request
  • Define materiality
  • Import client's financial data to an engagement file
  • Manage the engagement documents
  • Modify or add a letter or memo
  • Navigate the trial balance
  • Post adjustments to the trial balance
  • Post tax adjustments
  • Request information from a client
  • Review fieldwork in an engagement file
  • Review prepared documents (Review Tools)
  • Set up an engagement file
  • Summary of misstatements
  • Supported third-party desktop accounting software
  • Track the engagement file status
  • View account analysis in checklists
  • View material groups and accounts in the trial balance

New to Cloud? See our Getting Started Guide.

Evaluate your costs and create productivity reports.

  • Tracking staff work during the engagement
  • Measuring productivity
  • Forecasting
  • Review engagement costs

New to Cloud? See our Getting Started Guide.

Create invoices based on CaseWare Time entries and deliver them to your clients through Cloud.

  • Draft an invoice
  • Create recurring invoices
  • Create invoice templates
  • Change the appearance of default invoices
  • Send an invoice to a client
  • Create a final invoice
  • Create invoice templates

New to Cloud? See our Getting Started Guide.

Track the time spent on engagement work, set up staff rates and work codes, and manage time entries.

  • Submit time entries
  • Submit expense entries
  • Submit entries for other staff members
  • Automate time entries using your calendar
  • View and finalize pending entries
  • Send email reminders to finalize entries
  • Automate time entries based on time in file
  • Tracking WIP in Cloud
  • Measuring productivity
  • Inactive work codes
  • Work code properties

New to Cloud? See our Getting Started Guide.

Work seamlessly on your trial balance, engagement files, and financial statements in both Working Papers and Cloud.

  • Integrate Working Papers with Cloud
  • Controlling access to Working Papers files
  • Assessing the quality of your engagements
  • Managing sync copies
  • Track the engagement progress

New to Cloud? See our Getting Started Guide.

Our Cloud-based solution for mid-sized Canadian firms to perform Review, Compilation and Tax engagements.

What is CaseWare RCT?

  • CaseWare ReviewCompTax - Review, Compilation and Tax
  • What's new?

Getting started

  • Get started with CaseWare RCT
  • Supported third-party desktop accounting software
  • Perform a Canadian tax engagement
  • Perform an engagement in CaseWare ReviewCompTax

Navigation and tools

  • Manage the engagement documents
  • Track the engagement file status
  • Review prepared documents (Review Tools)
  • View the client's trial balance data
  • View account transactions

Authoring

  • Manage the firm template
  • Add a firm logo or letterhead
  • Customize display options and formats for your firm template
  • Add guidance information for staff members
  • Set up the Notes library
  • Suppress content in the firm template

Data Import

  • Import engagement data from CaseWare Working Papers to CaseWare ReviewCompTax
  • Import a client's tax data (T2 Auto-fill and TaxPrep CSV)
  • Import the client's trial balance data to a CaseWare RCT engagement
  • Import the client's transactions to a CaseWare RCT engagement
  • Assign accounts to groups
  • Add an account or a group in the Data page
  • View account analysis in checklist
  • View trial balance data for consolidation engagements

File preparation

  • Start a CaseWare RCT engagement
  • Plan your CaseWare RCT engagement
  • Perform the engagement acceptance or continuance procedures
  • Create an engagement file
  • Set up an engagement file
  • Staff-Contact collaboration (Queries)
  • Post adjustments to the trial balance
  • Post tax adjustments
  • Attach documents to an engagement file
  • Define materiality
  • Add review notes (issues)
  • Add annotations
  • Complete review notes
  • Edit the engagement letter
  • Export adjustments and trial balance data
  • Create a consolidation engagement
  • Carry forward an engagement
  • Complete a checklist
  • Customize content in a CaseWare RCT query
  • Modify or add a letter or memo
  • Modify or add a checklist
  • Modify or add visibility settings

Reports and financial statements

  • Perform fieldwork in a CaseWare RCT engagement
  • Review fieldwork in an engagement file
  • Customize the financial statements content
  • Customize the financial statements layout
  • Summary of misstatements
  • Prepare financial statements
  • Conclude your CaseWare RCT engagement
  • Archive and lockdown

New to Cloud? See our Getting Started Guide.

OnPoint PCR is built for small- and mid-sized US firms to increase the quality and efficiency of preparations, compilations and reviews.

What is OnPoint PCR (Preparation Compilation Review)?

OnPoint PCR - Preparation, Compilation and Reviews

Navigation and tools

  • Manage the engagement documents
  • Track the engagement file status
  • Review prepared documents (Review Tools)
  • Navigate the trial balance

Overview

  • Supported third-party desktop accounting software
  • Perform an engagement in OnPoint PCR
  • What's new - OnPoint PCR 04-2019
  • Release history - OnPoint PCR

Authoring

  • Manage the firm template
  • Add a firm logo or letterhead
  • Customize display options and formats for your firm template
  • Add guidance information for staff members
  • Set up the Notes library
  • Suppress content in the firm template

Getting started

  • Create an engagement file
  • Set up an engagement file
  • Import client's financial data to an engagement file
  • Add an account or group to the trial balance
  • Assign accounts to groups
  • Create a consolidation engagement
  • Carry forward an engagement
  • View account analysis in checklists
  • Complete a checklist
  • Modify or add a letter or memo
  • Modify or add a checklist
  • Customize a client request
  • Modify or add visibility settings

File preparation

  • Post adjustments to the trial balance
  • Post tax adjustments
  • Request information from a client
  • Attach documents to an engagement file
  • Define materiality
  • Complete a client request
  • Add review notes (issues)
  • Add annotations
  • View material groups and accounts in the trial balance
  • Complete review notes
  • Edit the engagement letter

Reports and financial statements

  • Review fieldwork in an engagement file
  • Customize the financial statements content
  • Customize the financial statements layout
  • Summary of misstatements
  • Prepare financial statements
  • Archive and lockdown

New to Cloud? See our Getting Started Guide.

Provided By Client (PBC) Requests is a Cloud Engagements product that’s exclusively designed to address staff-client collaboration tasks.

  • PBC Requests - Overview
  • Manage the firm template
  • Customize display options, formats and settings for your firm template
  • Customize a client request
  • Modify or add a checklist
  • Add a firm logo and letterhead
  • Modify or add visibility settings
  • Suppress content in the firm template
  • Add guidance information for staff members
  • Complete a client request

New to Cloud? See our Getting Started Guide.

A pure cloud solution that intelligently combines analytics, planning, risk assessment and field work.

What is CaseWare Audit International?

  • CaseWare Audit International

Getting started

  • Get started with Audit International
  • Supported third-party desktop accounting software

Navigation and tools

  • Manage the engagement documents
  • Track the engagement file status
  • Review prepared documents (Review Tools)
  • View the client's trial balance data
  • View account transactions

Authoring

  • Manage the firm template
  • Add a firm logo or letterhead
  • Customize display options and formats for your firm template
  • Add guidance information for staff members
  • Suppress content in the firm template

Data Import

  • Import the client's trial balance data
  • Import the client's transactions
  • Assign accounts to groups
  • Add an account or a group
  • View account analysis in checklist

File preparation

  • Plan the engagement
  • Create an engagement file
  • Set up an engagement file
  • Post adjustments to the trial balance
  • Edit the engagement letter
  • Complete a checklist
  • Customize a query document
  • Modify or add a letter or memo
  • Modify or add a checklist
  • Modify or add visibility settings
  • Perform risk assessment
  • Attach documents to an engagement file
  • Define materiality
  • Add review notes (issues)
  • Add annotations
  • Complete review notes
  • Export adjustments and trial balance data
  • Carry forward an engagement

Reports and financial statements

  • Complete the engagement
  • Customize the financial statements content
  • Customize the financial statements layout
  • Summary of misstatements
  • Prepare financial statements
  • Collect permanent entity records and information
  • Archive and lockdown

New to Cloud? See our Getting Started Guide.