Get started with Caseware Sherlock Reader

This topic applies to Caseware Sherlock.

Learn more about Caseware Sherlock

To start, sign in to your firm's Cloud site.

As a firm administrator, you must complete the following tasks before your staff can get started:

As a staff member, you must integrate and publish your Working Papers files to Cloud so that the engagement data can populate Sherlock visualizations. To learn more, see Integrate an engagement file with a Cloud entity and Publish the file to Cloud.

In Sherlock Reader, actions you can perform include: