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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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In this article
Recently viewed
  • Dashboards and Tracking
  • Activities
  • Organize internal entities
  • Entity creation
  • Create entity associations
  • Create client entities
  • Create custom entity types
  • Get started with Caseware AiDA (Working Papers)
  • Get started with Caseware AiDA
  • Enable access to Caseware AiDA
  • Discover the Power of Caseware AiDA
  • Get started with Caseware AiDA
  • Set up and import a trial balance containing dimensions
  • Import and manage data
  • Import the trial balance from a CSV or Excel file (old method)
  • Data Import
  • Import the client's data
  • Get started with Cloud API
  • What is Caseware AiDA?
  • New in Caseware Accomplish
  • What is Caseware Accomplish?
  • Get started - Contact
  • English (US)
  • Index
  • Track staff work during the engagement
  • Track the engagement file status
  • Complete the engagement
  • Start the engagement
  • English (US)
  • What is Caseware Cloud Connector?
  • firm administrator
  • MyCaseware
  • Get started - Firm Administrator
  • Import data from online accounting software
  • Supported third-party desktop accounting software
  • English (Canada)
  • Association sharing
  • Import data from desktop accounting software
  • Import from Sage desktop
  • Export data from Quickbooks
  • Import data from online accounting software
  • import a new trial balance
  • Manage sync copies
  • Clear the Office cache
  • English (US)
  • What is OnPoint DAS?
  • Import the client's data from a CSV or Excel file
  • Get technical support
  • Rearrange procedures
  • Add a procedure
  • Review and customize procedure settings
  • Add a procedure
  • Review and modify the checklist default settings
  • Description of staff roles
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