Caseware DocuFlex

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• Add and manage users
• Activate your Firm Admin account
• https://admin.microsoft.com/
• Group audit
• Content Management
• Upload files to an entity
• Change personal preferences
• Get started - Firm Administrator
• Insert data using the Cloud Connector pane
• Add issues and annotations for each assertion row in risk assessments
• Summary of the customizable risk library template
• Manage the risk library
• English (US)
• Troubleshooting
• What is OnPoint PCR?
• New in OnPoint Audit
• What is OnPoint Audit?
• View API documentation
• Get started with Cloud API
• Import data from SAP using SmartExporter
• Import data from SAP S4 HANA
• Get started with Cloud API
• English (Canada)
• Import data from online accounting software
• Cloud Engagements 2025-11
• English (US)
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• Perform data analysis
• Get started with Cloud Connector
• Get Started
• Index
• English (US)
• Datenverarbeitungsvereinbarung
• Translate the financial statements
• View and share financial statements
• Collect the initial information and documents from the client
• Manage access for Caseware Cloud apps
• Deprecated features
• Manage sync copies
• 35.0
• Caseware Audit
• English (Canada)
• New in Caseware Cloud
• Modify and review controls
• Import the client's data from a CSV or Excel file
• Understand the general ledger dataset
• Understand the trial balance dataset
• Release updates
• Modify and review risks
• Add identified controls
• Add an account or a group in the Data page
• Index