Introduction to Caseware

PA GLOBAL – INTRODUCTION TO CASEWARE

The “Introduction to CaseWare” is a foundational course introducing audit and assurance personnel to CaseWare Working Papers and its benefits and features.

CaseWare’s Audit and Assurance solution provides a comprehensive, technology-driven approach for conducting audits, reviews, compilations, and financial statement preparations. By harnessing advanced automation and digital tools, the solution helps firms elevate engagement quality, optimize workflow management, strengthen team and client collaboration, and allow staff to focus on higher-value activities—all while offering a holistic view of the firm’s operations.

Key Learning Objectives

By the end of this training, participants will be able to:

• Have an insight into different CaseWare products: CaseWare Working Papers, CaseWare Cloud, CaseWare IDEA and CaseWare Connector.    
• Understand in detail the wide benefits of CaseWare Working Papers.
• Understand how CaseWare enhances collaboration and review, supports compliance with auditing standards, and ultimately adds value to the entire audit team.
• Obtain a clearer understanding of how to leverage CaseWare to streamline audit work, reduce errors, and maintain high-quality audit documentation.

Who Should Attend

This training is designed for:

• All Audit and Assurance Personnel

Course Highlights

Participants will explore the following topics:

• What is CaseWare?
• Introduction to CaseWare Working Papers
• Benefits and Key Features
• Engagement Management
• Trial Balance and Financial Data
• Integration and Automation
• Collaboration and Review
• Compliance and Audit Standards
• Benefits to the Audit Team

Prerequisites

Participants in this course do not require any prerequisites.

Basic technical audit background is needed; “Introduction to CaseWare” is relevant to all personnel of the audit and assurance function.