CaseWare logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

Caseware DocuFlex

What is Caseware DocuFlex?

What's New

  • New in Caseware DocuFlex

  • Release updates

Release History

  • Caseware DocuFlex - Market Release (v.2.1350.0)

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

Was this helpful?

Yes
No
In this article
Recently viewed
  • encodeURIComponent.
  • Create user
  • Onboarding users
  • Create an account for staff or contacts
  • Assign authorized staff to use single sign-on
  • Integrate single sign-on with Entra ID (formerly Azure AD)
  • Nederlands (Nederland)
  • What is Caseware DocuFlex Enterprise?
  • Get started with Caseware Cloud Connector
  • https://portal.cpa.com/aa/onpoint-pcr
  • What is OnPoint PCR?
  • Create client entities
  • Manage the firm template
  • Export all data
  • Get started - Contacts
  • Get started - Staff
  • Get started - Firm Administrator
  • What is OnPoint Audit SLG?
  • What is OnPoint Audit SLG?
  • English (US)
  • English (Canada)
  • New in Caseware Taxflow
  • English (US)
  • New in OnPoint Audit
  • Caseware Taxflow Winter 2024
  • Cloud Engagements 2024-12
  • New in Caseware Cloud
  • Add a page break
  • Customize the consolidation options in table columns
  • Presentation and Formatting
  • Add cell references in dynamic tables
  • Manage analytic tests in the Analytics Hub
  • Query syntax in GET requests
  • Common use cases
  • Get started with Cloud API
  • Create an engagement file for the next period (roll forward)
  • What is Caseware Cloud Connector?
  • Create a Caseware Cloud engagement using Caseware Working Papers
  • Abandon sync copies
  • Manage sync copies
  • Training
  • Add content areas in the financial statements
  • Add an analysis section in the financial statements
  • Add areas
  • Content Management
  • Grant users and groups access to entities
  • Checklists
  • Import the client's data from a CSV or Excel file
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Built-in roles
  • English (US)
  • Enable access to Caseware AiDA
  • Financial statement areas worksheet
  • Risk Assessment
  • Index
  • Edit the OnPoint Audit SLG engagement letter
  • Planning
  • Controlling access to Caseware Working Papers files
  • Sample Caseware Cloud security framework
  • Deny users and groups access to an entity
  • Create a private entity
  • Caseware Cloud security architecture
  • English (US)
  • Customize fonts and headings
  • English (US)
  • Consolidation setup
  • Engagement Setup
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2026 CaseWare International