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Caseware Audit

What is Caseware Audit?

What's New

  • New in Caseware Audit

  • Release updates

  • Known issues

Release History

  • Caseware Audit Spring 2025

  • Caseware Audit Fall 2024

  • Caseware Audit Market Release

Get Started

  • Get started - Administrator

  • Get started - Staff

  • Get started - Contact

Planning

  • Start the engagement

  • Plan the engagement

  • Perform the acceptance and continuance

  • Collect the initial information and documents from the client

  • Import the client's data

  • Define materiality

  • Request a review and signoff

Risk Identification and Assessment

  • Identify preliminary analytical procedures

  • Add identified risks

  • Modify and review risks

  • Add identified controls

  • Modify and review controls

  • Assess financial statement risks

Risk Response

  • Document the audit response to assessed risks

  • Review and complete the work programs

  • Add custom form worksheets

  • Review work programs and checklists using Review Tools

Completion

  • Provide the summary of misstatements

  • Prepare the financial statements

  • Export GIFI data

  • Wrap up the engagement

  • Lock down the engagement

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  • Manage sync copies
  • Integrate an engagement file with a Cloud entity
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  • Files
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  • English (US)
  • Perform risk assessment
  • Review and customize procedure settings
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  • Add a checklist
  • Add a procedure
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  • Set default underline and overline options for dynamic tables
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  • Dashboards and Tracking
  • Get started with central planning
  • Import the trial balance from an engagement file
  • Sync a trial balance across engagements in different Cloud apps
  • Set up central planning
  • File Preparation
  • Planning
  • Generate a sample from Analytics Hub
  • Manage analytic tests in the Analytics Hub
  • Run analytic tests from checklists and Analytics Hub
  • Process details
  • Understand the general ledger dataset
  • Edit table columns in the financial statements
  • Set up the Notes Library
  • Customize the financial statements layout
  • Specify the currency symbol option for rows
  • Set default currency symbol options for dynamic tables
  • Customize numbered headings in the financial statements
  • Set default underline and overline options for dynamic tables
  • Change the display option for table rows
  • Group columns in dynamic tables
  • Add visibility settings in financial statements
  • Show or hide an item regardless of visibility settings.
  • Visibility icons
  • Visibility conditions and examples
  • What are visibility settings?
  • Hide dynamic table header rows
  • Embed a PDF in the financial statements
  • Edit table rows in the financial statements
  • Edit table descriptions in the financial statements
  • New in Caseware Cloud
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  • Cloud Engagements 2025-12
  • New in Caseware Cloud Engagements
  • Caseware Cloud Service Level Agreement
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