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- Get started with MyCaseware
- Get started with the integrated apps portal (Microsoft)
- Dataset types
- English (Canada)
- New in Caseware Cloud Engagements
- Import data from online accounting software
- Cloud Engagements 2025-10
- New in Caseware Cloud
- English (US)
- Import and manage data
- Set up and import a trial balance containing dimensions
- Import data from a desktop accounting software.
- Supported third-party desktop accounting software
- Import the client's data from a CSV or Excel file
- Dataset types described
- Import data from online accounting software
- Import from Sage desktop
- Supported third-party desktop accounting software
- Import data from online accounting software
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