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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
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  • View and manage aggregated analytic test results in Analytics Hub
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  • Perform risk assessment
  • List of Cloud Connector functions
  • English (US)
  • Data linkage and real time updates in Cloud Connector
  • purchase and enable
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Carry forward an engagement
  • Manage the engagement documents
  • Perform assessment of the controls environment
  • Controls report
  • Planning
  • Risk Assessment
  • Staff and Contacts
  • Creating tags
  • Tag Management
  • Manage the firm template
  • Create a final invoice
  • List of Cloud Connector functions
  • https://portal.cpa.com/aa/onpoint-pcr
  • What is OnPoint PCR?
  • English (US)
  • Review and modify the checklist default settings
  • review the details of these roles
  • Assign system-wide security roles
  • Index
  • Permissions
  • Role Permissions
  • Create an engagement for an interim period
  • Create a new engagement based on an existing file
  • Nederlands (Nederland)
  • View guidance information in the financial statements
  • Financial Statements Preparation
  • View and share financial statements
  • Hide sublevel headings for notes
  • Replace text and field placeholders in the financial statements
  • Frequently asked questions
  • Financial Statements
  • Template setup
  • Assign financial groups to areas
  • Assign accounts to groups
  • Add an account or a group in the Data page
  • Integrate single sign-on
  • Frequently asked questions
  • Create custom fields, tags and workflows
  • Maintenance
  • MyCaseware
  • View a visualization
  • Risk Summary
  • Risks and Controls
  • Enterprise Author
  • Review the prior year's engagement
  • Create and set up an engagement file
  • Manage risks and risk assessments
  • Home
  • What is Caseware Cloud?
  • Excel or CSV
  • Import the client's data
  • Fall 2025 release
  • Release updates
  • Linked group structures
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