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:

• Start an 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

• Identify preliminary analytical procedures

• Add identified risks

• Modify and review risks

• Add identified controls

• Modify and review controls

• Assess financial statement risks

• 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

• Provide the summary of misstatements

• Prepare the financial statements

• Export GIFI data

• Wrap up the engagement

• Lock down the engagement