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Caseware DocuFlex

What is Caseware DocuFlex?

What's New

  • New in Caseware DocuFlex

  • Release updates

Release History

  • Caseware DocuFlex Market Release (v.1.2956.0)

Get Started

  • Get started - Firm Administrator

  • Get started - Firm Author

  • Get started - Staff

  • Get started - Contact

Engagement Management

  • Start the engagement

  • Client correspondence (Queries)

  • Archive and lockdown the engagement

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  • 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
  • English (US)
  • Caseware Academy - North America | Gettting Started with Extractly
  • Deny users and groups access to an entity
  • Controlling access to Caseware Working Papers files
  • Create an account for staff or contacts
  • Get started - Staff
  • Clear the Office cache
  • Tax year 2025 – CCH import process changes
  • https://portal.cpa.com/aa/onpoint-pcr
  • https://portal.cpa.com/aa/onpoint-ebp
  • What is OnPoint EBP?
  • What is OnPoint PCR?
  • Review and complete the work programs
  • Add, change or remove note references
  • English (US)
  • Index
  • Engagement Management
  • Start the engagement
  • Training
  • Create an engagement file
  • Manage your imported data
  • What is Caseware DocuFlex?
  • Work with Google Drive and SharePoint files
  • restored from the Recycle Bin
  • What is Caseware Cloud Connector?
  • What is Caseware SQM?
  • Get started - Sherlock Reader
  • Get Started
  • Archive and lock down the engagement
  • Completion
  • Component performance materiality for group audit components
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