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- Copy files from Cloud
- Upload documents
- Attach documents to an engagement file
- Import the client's data from a CSV or Excel file
- Import the client's data
- Entities
- docs.caseware.com
- Caseware AiDA 2.0
- AiDA 2025-10
- Edit firm-managed knowledge bases
- Enable access to Caseware AiDA
- Deutsch
- Collect the initial information and documents from the client
- Plan the engagement
- Start the engagement
- Import from online accounting software
- Manage risks and risk assessments
- Add a note from library in the financial statements
- Create a note in the financial statements
- Financial Statements Preparation
- Financial statement areas worksheet
- Firm settings - Caseware Working Papers Backups
- Firm settings - Email
- Staff-Contact collaboration (Queries)
- Respond to a query
- Clients respond to the query
- Migrate large data sets (over 50 files)
- Rename a File
- New in Caseware Cloud Engagements
- New in Caseware Cloud
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- What is Caseware ReviewComp?
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- Document the audit response to assessed risks
- What is Caseware Sherlock?
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- New in OnPoint Audit
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- View hidden rows and columns in a table in the financial statements
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