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Caseware Sherlock

What is Caseware Sherlock?

What's New

  • New in Caseware Sherlock

Release History

  • Caseware Sherlock 7.1

  • Caseware Sherlock 7.0

  • Caseware Sherlock 6.2

  • Caseware Sherlock 6.1

  • Caseware Sherlock 6.0

  • Caseware Sherlock 5.2

  • Caseware Sherlock 5.1

  • Caseware Sherlock 4.2

  • Caseware Sherlock 4.1

  • Caseware Sherlock 4.0

Get Started

  • Get started - Sherlock Reader

  • Frequently asked questions

Sherlock Reader

  • View a visualization

  • Print a visualization

Sherlock Visualizations (Canada)

  • Sherlock Canada Hybrid Visualizations

  • Financial Information

  • Practice and Project Management

Sherlock Visualizations (US)

  • Sherlock US Hybrid Visualizations

  • Practice and Project Management

Sherlock Visualizations (International)

  • Sherlock International Visualizations

  • Risks and Controls

  • Financial Information

  • Partner and Manager Summary

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In this article
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  • English (US)
  • Perform fieldwork
  • Fieldwork
  • Index
  • Cloud Engagements 2025-12
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • Set up staff
  • New in Cloud Time
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • New for end users
  • New for authors
  • New in SE
  • Insert data using MS Excel formula bar with Cloud Connector
  • Deploy add-ins in the admin center
  • English (US)
  • Create a query document
  • Get started - Sherlock Reader
  • Staff-Client collaboration workflow
  • Get Started
  • Archive and lock down the engagement
  • Completion
  • Component performance materiality for group audit components
  • English (US)
  • Group audit workflow
  • Index
  • Start the engagement
  • Planning
  • Support
  • Get started - firm authors
  • Add excluded content back in the financial statements
  • View guidance information in the financial statements
  • upload a logo
  • mapping file
  • Integrate single sign-on with Entra ID (formerly Azure AD)
  • liste des fonctions de Cloud Connector
  • New in Caseware Taxflow
  • What is Caseware Taxflow?
  • What's new in Caseware Cloud
  • What is Caseware Cloud?
  • View and manage job details
  • Job Management
  • Get started with Cloud Connector
  • Firm settings - Caseware Working Papers Backups
  • Manage sync copies
  • Integrate an engagement file with a Cloud entity
  • Integrate Working Papers with Queries
  • Files
  • Activities
  • English (US)
  • English (US)
  • Perform risk assessment
  • Review and customize procedure settings
  • Checklist components
  • Add a checklist
  • Add a procedure
  • Checklists
  • Set default underline and overline options for dynamic tables
  • Caseware Academy - North America | Getting Started with Extractly
  • 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
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