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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
Recently viewed
  • Workflow examples
  • Entities
  • Activities
  • Files
  • Save a data layout
  • Manage your imported data
  • Import the client's data from a CSV or Excel file
  • Get started - Sherlock Reader
  • Get Started
  • Perform fieldwork
  • What is Caseware Cloud Connector?
  • Track the audit progress with Caseware Q
  • Trial Balance Data
  • 1-550 Tax groups assignment
  • Form 8825 Rental real estate income and expenses of a Partnership or an S Corporation
  • Tax Preparation
  • Engagement Setup
  • Get started - Staff
  • Import the client's data from a CSV or Excel file
  • Understand the general ledger dataset
  • What is Caseware Audit?
  • Get started - Staff
  • Get started - Firm Administrator
  • What is Caseware Extractly?
  • English (US)
  • Cloud Engagements 2025-09
  • Cloud Engagements 2025-10
  • Cloud Engagements 2025-12
  • Cloud Engagements 2025-11
  • Get started with Cloud Connector
  • What is Caseware Cloud Connector?
  • Get Started
  • New in Caseware Cloud Engagements
  • Index
  • English (International)
  • Permissions
  • Sample selection
  • Assess General Ledger Completeness
  • English (US)
  • What is OnPoint DAS?
  • Create firm-managed knowledge bases
  • Firm settings - Email
  • Set up and import a trial balance containing dimensions
  • Import client's data
  • Planning
  • Respuestas a las preguntas más frecuentes
  • Español
  • Integrar Working Papers con consultas
  • Integrar un archivo de encargo con una entidad de Cloud
  • Integrar Working Papers con Caseware Cloud
  • Effectuer l'acceptation et la poursuite
  • Planifier la mission
  • Qu'est-ce que l'audit Caseware ?
  • Qu'est-ce que CasewareCloud Time ?
  • Transférer des engagements individuels avec CloudBridge
  • Account details
  • English (US)
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Reopen a query
  • Respond to a query
  • Install Caseware WebDAV protocol unattended
  • Get started - Contact
  • Get Started
  • What's New
  • Caseware Academy - UK | Getting Started with Extractly
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