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 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

Was this helpful?

Yes
No
In this article
Recently viewed
  • Financial statement areas worksheet
  • Define materiality
  • Perform risk assessment
  • Import the client's data
  • Send initial client queries
  • Edit the OnPoint Audit SLG engagement letter
  • Review and send the engagement letter
  • Index
  • What is Caseware DocuFlex OAG?
  • English (US)
  • What is OnPoint PCR?
  • English (US)
  • English (US)
  • https://portal.cpa.com/aa/onpoint-pcr
  • View and finalize pending entries
  • Automate time entries using your calendar
  • Automate time entries based on time in a file
  • Submit time entries
  • OnPoint PCR
  • Transaction details described
  • Account details described
  • Import and manage data
  • Import the client's data from a CSV or Excel file
  • Import and manage data
  • Balance de vérification
  • Activités
  • Tableaux de bord
  • Get started with Cloud Connector
  • English (US)
  • Assign system-wide security roles
  • Reorganize staff and groups
  • Maintenance
  • Entitäten
  • Hauptabschlussübersicht aus einer CSV- oder Excel-Datei importieren
  • Daten aus Desktop-Buchhaltungssoftware importieren
  • Unterstützte Desktop-Buchhaltungssoftware von Drittanbietern
  • What is Caseware DocuFlex Enterprise?
  • What is Caseware DocuFlex CA?
  • English (Canada)
  • English (US)
  • Add visibility settings in checklists
  • English (US)
  • Group audit
  • Caseware Academy | Getting Started with Extractly
  • Get technical support
  • Manage your firm account in MyCaseware
  • Manage your MyCaseware profile
  • Before purchasing a Caseware Cloud license
  • View licenses and downloads for Caseware Desktop products
  • Review the prior year's engagement
  • Create placeholders in the engagement file
  • Create an engagement file for the next period (roll forward)
This content is exclusively related to Audit 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