Caseware Cloud Training

Caseware Cloud

Get up and running with this quick start guide for Caseware Cloud. This course guides new users through platform navigation, understanding template differences, formatting settings, creating procedures, editing response lists, and configuring visibility conditions.

Objectives:

• Learn to customise firm templates.
• Manage document visibility.
• Configure procedure settings.
• Use the query system effectively.

Caseware Cloud Audit - Audit Customisations

This tutorial introduces the foundations and steps to start customising Cloud Audit features.

Caseware SmartSync

This guide introduces SmartSync and demonstrates how remote teams can collaborate on the same project efficiently.

Consolidations in Caseware Cloud

Offers a comprehensive overview of the consolidation tool and highlights key functionalities for Caseware Cloud products.

Prompt Writing Basics - Your Guide to AIDA

Learn the fundamentals of writing effective prompts to get clear and accurate responses from AiDA, Caseware’s AI-powered assistant. This course introduces the STAR methodology (Situation, Task, Action, Refinement) and provides interactive examples to improve your workflow outcomes.

Caseware Cloud Audit International

This course covers the full audit cycle from planning to wrap-up. Learn to create audit engagements, document risks, define materiality, use review tools, and finalise audits.

Objectives:

• Create and manage audit engagements.
• Define and document materiality and risks.
• Use worksheets and review tools.
• Complete audit finalisation and export data.

Caseware Cloud PBC - Client Document Requests

This onboarding course teaches how to use the PBC Requests app to create and manage client queries, review responses, and understand the process from the client's perspective.

Objectives:

• Navigate and utilise the PBC Request app.
• Understand the workflow and lifecycle of PBC requests.
• Create and customise PBC queries.