• User Topics
  • Creating Client Files
    • Creating a new client file
    • Creating a new client file from existing client data
    • Adding to an existing Working Papers file
  • Client File Setup
  • Planning
  • Financial Statement Areas Worksheet
  • Risk Assessment and Identification
  • Risk Response and Work Programs
  • Completing and Reporting
  • Constellations
  • Getting Ready for Next Year

Creating Client Files

The following help topics describe how to create a new client file from your template.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.