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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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In this article
Recently viewed
  • English (Canada)
  • New in Caseware Cloud Engagements
  • Import data from online accounting software
  • Cloud Engagements 2025-10
  • New in Caseware Cloud
  • English (US)
  • Import and manage data
  • Set up and import a trial balance containing dimensions
  • Import data from a desktop accounting software.
  • Supported third-party desktop accounting software
  • Import the client's data from a CSV or Excel file
  • Dataset types described
  • Import data from online accounting software
  • Import from Sage desktop
  • Supported third-party desktop accounting software
  • Import data from online accounting software
  • English (US)
  • Prepare a CSV or Excel file to import transactions or subledger data
  • Accounts receivable - customers
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