CaseWare provides you with the perfect solution for all your accounting needs. From compiling financial statements to performing your audit engagements.

It is therefore important to understand the software and how it works in order to use if efficiently.

This session is set up as an introduction to CaseWare software, to explore its layout, buttons and features.

In this session we will take you through the CaseWare setup and look at how to create a client file and import the financial information to be able to create a set of financial statements.

We’ll explain the document manager and how CaseWare sets up a client file for the respective phases of an engagement, e.g., pre-engagement on a compilation of financial statements.

We will also consider the other templates that CaseWare makes available to identify what other types of professional accounting services one can offer.