Caseware (Partner Sandbox)

Link real-time data between your Caseware Cloud engagement file and Microsoft Excel. Create Excel files for financial statements, schedules or calculations customized to your needs. When changes are made to the data in the engagement file, updates will automatically reflect in the Excel file - assuring efficient and effective information transfer.

Users can retrieve:

Prior and current group balances

Prior and current account balances

Engagement information

Caseware Cloud information (Addresses, phone numbers, Client year end)

Please contact your local distributor for licensing details and more information - www.caseware.com/distributors