Add practical Caseware training to your CwX experience
Choose one or all focused, instructor-led training sessions designed to help your team work more confidently across engagements, consolidations, cloud administration, security and governance.
This focused, one-hour session is designed to help audit teams work smarter and more efficiently in Caseware Cloud. Through live demonstrations and practical examples, participants will explore commonly asked questions and proven best practices that streamline engagement workflows, reduce manual effort, and enhance collaboration. Led by Nahida Velona, this session delivers practical techniques that can be applied immediately to improve productivity across Cloud Audit (Agile Audit) and Cloud Financials engagements.
Learning Objectives
- Customise apps and checklists to align with firm and engagement requirements
- Apply visibility logic to control checklist content dynamically
- Copy risks, controls and checklists from other engagements
- Utilise granular permission options effectively
This one-hour, instructor-led session is designed for audit professionals managing consolidated engagements within Caseware Cloud. Through demonstrations, participants will explore proven strategies to efficiently set up consolidation structures and manage linked engagements and prepare consolidated financial statements. The session focuses on the different methods of consolidations, entity management, intercompany eliminations, managing consolidated trial balance data and other best practice tips & tricks.
Learning Objectives
- Configure and manage consolidated engagements
- Apply best practices for imported trial balances and linked engagements
- Manage synchronisation and re-consolidations of linked engagements
- Create consolidated financial statements efficiently
This one-hour instructor-led session is designed for advanced users responsible for administering Caseware Cloud environments. Participants will learn how to design secure, scalable user structures, streamline access management, and strengthen data governance practices. This session provides practical guidance on advanced user management and reporting optimisation, equipping firms to reduce risk, improve adoption, and align Cloud administration with regulatory and organisational requirements.
Learning Objectives
- Design effective staff, group and role structures within Caseware Cloud
- Develop a firm-wide tagging strategy
- Enhance reporting through tags, filters and views
- Align data lifecycle management with regulatory requirements
- Strengthen governance controls