CaseWare logo
(US)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(US)
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.2.1350.0)

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
  • Get started with Cloud API
  • New in Caseware Taxflow
  • New in OnPoint Audit
  • New in Caseware Cloud Engagements
  • Known issues
  • Get started - Staff
  • Create a consolidation engagement
  • Files
  • User Settings
  • Dashboards
  • Fall 2023 changes
  • Caseware Academy - North America | Getting Started with Extractly
  • Generate a sample from analytic test results
  • Get started with Cloud Connector
  • Contact roles
  • Built-in roles
  • https://portal.cpa.com/aa/onpoint-pcr
  • What is OnPoint PCR?
  • Create client entities
  • Manage the firm template
  • Export all data
  • Test your single sign-on integration
  • Assign API permissions
  • Assign authorized staff to use single sign-on
  • Generate the Reply URL
  • Configure optional claims
  • Copy the metadata endpoint
  • Generate a client secret
  • Support
  • English (US)
  • Complete review notes (issues)
  • English (US)
  • What is OnPoint DAS?
  • Comment
  • Release updates
  • New in Caseware Accomplish
  • Edit firm-managed knowledge bases
  • Scheduled Caseware Cloud maintenance
  • Get started with Caseware AiDA (Working Papers)
  • Get started with Caseware AiDA
  • What is Caseware AiDA?
  • Discover the Power of Caseware AiDA
  • Manage access for Caseware Cloud apps
  • Get started - Firm Administrator
  • Get Started
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