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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
  • What's New
  • Release updates
  • New in OnPoint Audit
  • English (US)
  • Entity creation
  • Cloud Engagements 2025-09
  • Cloud Engagements 2025-10
  • Import the client's data from a CSV or Excel file
  • Create and resolve issues during version control comparison in financial statements
  • Get started - enterprise authors
  • https://portal.cpa.com/aa/das
  • Entities
  • Get started - Firm Administrator
  • Activities
  • What is CasewareCloud Time?
  • Upload files to an entity
  • Integrate Working Papers with Caseware Cloud
  • Get started - Staff
  • Get started - Firm Administrator
  • View the overall engagement status
  • Embed a PDF in the financial statements
  • Customize font sizes and spacing in the financial statements
  • Delete content in the financial statements
  • Add areas
  • https://portal.cpa.com/aa/onpoint-pcr
  • Perform the acceptance and continuance
  • Complete the engagement setup procedures
  • Get started - Staff
  • Get Started
  • Transfer engagements in bulk with CloudBridge
  • Engagement Management
  • Get Started
  • English (US)
  • English (US)
  • Get started with Cloud Connector
  • Assign accounts to groups
  • Get CloudBridge
  • What is OnPoint PCR?
  • Manage analytic tests in the Analytics Hub
  • Link analytic tests to a checklist procedure
  • Customize analytic tests
  • Generate a sample from Analytics Hub
  • Run analytic tests from checklists and Analytics Hub
  • Create an account for staff or contacts
  • Create staff or contact groups
  • Users and Groups
  • Create staff or contact groups
  • Bulk create user accounts
  • Security considerations
  • Hybrid Cloud
  • Get started with MyCaseware
  • Before purchasing a Caseware Cloud license
  • View licenses and downloads for Caseware Desktop products
  • Purchase and manage a Caseware Cloud license
  • Get started with Caseware Cloud Connector
  • What is OnPoint Audit SLG?
  • Index
  • English (US)
  • Frequently asked questions
  • SCHEDULE 3 - SOFTWARE AS A SERVICE TERMS
  • What is Caseware Extractly?
  • Caseware Master Product & Services Agreement
  • Caseware Cloud data information
  • Cloud Services Agreement
  • View the client's general and subledger data
  • What is OnPoint DAS?
  • What is OnPoint Audit?
  • What's new in Caseware Cloud Engagements
  • Index
  • Manage the firm template
  • Get started - firm authors
  • Grant users access to items in an entity
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