Get started with Caseware Audit - Staff

Before you get started with Caseware Audit, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

1. Start an engagement

2. Plan the engagement

3. Perform the acceptance and continuance

4. Collect the initial information and documents from the client

5. Import the client's data

6. Complete the analytical procedures

7. Understanding the entity

8. Risks and estimates

9. Process documentation

10. Controls

11. Materiality and risk assessment

12. Overall audit strategy, team planning discussions and budget

13. Audit planning letters

14. Risk response

15. Completion

16. Lockdown