• Setup
• Engagements
• Practice
  • CaseWare Connector
  • Backup and repair
  • CaseWare Tracker
  • Access
  • Consolidation
  • History and milestones
  • Lock down
  • Year end close
  • Tax - Canada
  • Tax - USA
  • Tax codes and exports
  • Templates

Practice

Perform high-level tasks in Working Papers that affect the practice as a whole.

Calculations and linkages

• CaseWare Connector

Maintenance

• Access
• Backup and repair
• CaseWare Tracker
• Consolidation
• History and milestones
• Lock down
• Year end close

Tax

• Tax - Canada
• Tax - USA
• Tax codes and exports

Templates and authoring

• Templates