• User Help
  • Creating Client Files
    • Creating a Client File
    • General Options
    • Procedure Allocation Maintenance Report - Columns
    • Recommended Folders To Copy
    • Adding Document Library Content
    • Creating a new client file
    • Creating a new client file from existing client data
    • Creating a new file from a client's QuickBooks file
  • Client File Setup
  • Planning
  • Financial Statement Areas Worksheet
  • Risk Assessment and Identification
  • Risk Response
  • Completing and Reporting Audits
  • Constellations
  • Getting Ready For Next Year
  • Printing Documents

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.