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Caseware DocuFlex

What is Caseware DocuFlex?

What's New

  • New in Caseware DocuFlex

  • Release updates

Release History

  • Caseware DocuFlex Market Release (v.1.2956.0)

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

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In this article
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  • Sample Caseware Cloud security framework
  • Grant users and groups access to entities
  • purchased licenses
  • Deny users and groups access to an entity
  • Common use cases
  • What is Caseware Hybrid Cloud?
  • Index
  • New in Caseware Cloud
  • What is Caseware DocuFlex CA?
  • English (US)
  • What's new - Caseware Taxflow Winter 2024
  • What's new - Caseware Taxflow Fall 2025
  • Release updates
  • New in OnPoint Audit
  • Import trial balance from an engagement
  • Start the engagement
  • New SLG forms
  • Caseware Working Papers
  • Import the client's data
  • What is Caseware PBC Requests?
  • What is CasewareCloud Time?
  • What is Caseware Sherlock?
  • New in Caseware Cloud Engagements
  • What is Caseware Cloud Engagements?
  • Enable access to Caseware AiDA
  • Get started with Caseware AiDA
  • Prerequisites for importing from desktop accounting software
  • Import data from online accounting software
  • Import data from a desktop accounting software.
  • Create an account for staff or contacts
  • Transfer individual engagements with CloudBridge
  • Transfer engagements in bulk with CloudBridge
  • English (Canada)
  • Sherlock Builder
  • Aande slag - Sherlock Reader
  • Manage analytic tests in the Analytics Hub
  • Dynamic account reassignment in the Data page
  • Group audit overview
  • English (International)
  • View analytic test results for checklists
  • Understand the general ledger dataset
  • Get started with Caseware AiDA (Working Papers)
  • Get started with Caseware AiDA
  • Get CloudBridge
  • View API documentation
  • Test your single sign-on integration
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