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Getting Started

Thank you for choosing CaseWare® Working Papers.

CaseWare® Working Papers is designed to automate the entire working paper file quickly and efficiently. With Working Papers, you can easily add account properties, such as leadsheet groupings, analytical review classifications, and tax linkages. Working Papers accommodates journal entries of any description or type so you can automatically create different reports and working papers. For simple write-up clients, you can directly enter all types of transactions and even perform automatic bank reconciliations. Full consolidation, foreign currency translations, and fund accounting features are available for more complex work. As data is entered, all working papers are instantly updated, making Working Papers a comprehensive "real-time" working paper system.

Note: If you need help with electronic licensing or eDelivery and will be working in a more complex environment, please see Environment and Electronic Licensing.

Included in the Installer

The CaseWare Working Papers installer contains:

  • CaseWare Working Papers
  • CaseWare Data Store Administration Tool (separate download in some regions)

    The Data Store Administration Tool is intended for administrators who will be setting up data stores for multiple users.

System Requirements

CaseWare® Working Papers requires minimum machine and software requirements for:


  • Microsoft Windows 10.

  • Microsoft Windows 8.1, Windows 8.1 with Update.

  • Microsoft Windows 7 Professional Service Pack 1.

    Note: See here for important information when sharing files hosted on Windows 7.

  • 1 GHz 32-bit (x86) or 64-bit (x64) processor.

    Note: The 64-bit version of Working Papers requires a 64-bit processor.

  • Minimum 1 GB of RAM for 32-bit Working Papers or 2 GB of RAM for 64-bit Working Papers; 4 GB and 8 GB respectively are recommended for improved performance.

  • Minimum 500 MB free hard drive space.

    Note: The size of open client files will vary depending on the features used and the size of documents managed. Working Papers has built-in compression that significantly reduces the size of compressed files.

  • 1024 x 768 minimum screen resolution at normal size (DPI 100%).

  • Internet access is required during the installation of Working Papers.

  • Microsoft Internet Explorer 11.0 or higher on most versions of Microsoft Windows, as per the Internet Explorer life cycle.

  • Adobe Acrobat Reader version 10.0 or higher.

  • Microsoft Office 2007 Service Pack 3, 2010, 2013, 2016, or the desktop version of Microsoft Office 365 (the cloud side is not supported).

  • Installation requires local administrative rights to the workstation.
  • Use of Working Papers requires read/write access to the program folder and any folders containing client files.

Working Papers Data Store requires Microsoft SQL server running on one of the following supported versions:

  • Microsoft® SQL Server® 2016 or SQL Server 2016 Express®.
  • Microsoft® SQL Server® 2014 or SQL Server 2014 Express®.
  • Microsoft® SQL Server® 2012 or SQL Server 2012 Express®.
  • Microsoft® SQL Server® 2008 or SQL Server 2008 Express®.

File server/networks

A file server can be used to store Working Papers client files.

  • Microsoft Windows Server 2012 R2.
  • Microsoft Windows Server 2012.
  • Microsoft Windows Server 2008 R2 with SP1.*

  • Microsoft Windows Server 2008 SP2 (Note: See here for important information when sharing files hosted on Windows Server 2008).
  • Microsoft Windows Server 2008 SP2 (Note: See here for important information when sharing files hosted on Windows Server 2008)
  • Microsoft CIFS compatible networks like SAMBA on Linux- Contact CaseWare Support before implementing this type of solution. See more...

Per file server/network operating system recommendations.

Windows networking ("Peer-to-Peer")

In situations where a workstation is to be substituted for a true file server, we strongly recommend that the operating system for the workstation be Windows 7 and higher. For Windows 7 users, please refer to the CaseKnowledge article regarding file corruption when using Windows 7 workstation or Windows Server 2008 with Server Message Block (SMB2).

A Terminal or Citrix Server can host Working Papers program sessions for users. Requirements include:

  • Microsoft Windows Server 2012 with Terminal/Citrix Services.
  • Microsoft Windows Server 2008 R2 with Terminal/Citrix Services.
  • Citrix MetaFrame XP, Presentation Server, XenApp 4.5.
  • Server hardware configuration needs to be scaled (RAM, CPU) for the number of sessions to be hosted and the applications and templates used.
  • For optimal performance, Working Papers client files should be stored on the Terminal/Citrix Server or connected to it via a high-speed network connection.

Installing Working Papers

Note: Please make sure no other programs are running before you install Working Papers. In addition, disable any virus-checking software until you have finished the installation. Most virus-checking software interfere with the copying process done by the installation program.

  • A copy of Working Papers from CaseWare Sales
  • The minimum system requirements

Installing Working Papers

  1. Click the Download Now link provided in your email message. The download page is then displayed in your browser.
  2. Click Download Now to download Working Papers.

  3. Run setup.exe.
  4. Note: If the downloaded file is zipped, ensure to uncompress the zip file contents before proceeding to run setup.exe.

  5. Follow the instructions on the screen.

Working Papers will be installed on your machine.

Having issues with Installation? See Troubleshoot Installation for more information or contact our support team.

Using Working Papers

Here are some recommended topics to get you started with Working Papers:

How do I?

More Info

  • Using the Help

    Working Papers online help includes more information, reference materials, and step-by-step instructions that are context-sensitive and always up to date.


  • CaseWare Technical Support

    The CaseWare Support Network offers you a wide range of choices and access to high-quality, responsive technical support. Before contacting technical support, please consult the online Help and any other documentation included with this package as your first source to solve the problem. Be sure to also check the CaseWare website for the latest troubleshooting and technical information.

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