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Why you should attend?

This webinar will provide an overview on how to use the Caseware Connector to link data from Caseware client files to Microsoft Excel spreadsheets and Word documents. This tool will assist you to streamline your firm's working papers from an Audit perspective, and we will also show you how to create monthly management packs using Connector.

Course overview:

  • Learning how to use the Caseware Linkage screen
  • Understanding connector formulae
  • Pull data and information from Caseware into Microsoft Excel. 
  • Pull data and information from Caseware into Microsoft Word. 
  • Automatic update of linked Excel/Word report
  • Create monthly management reports from your Caseware balances 

Finally, a tool that helps you exploit your Excel knowledge!



Please Note: The training delegate minimum requirement is 6 delegates, should we not meet this number the training will be rescheduled to the next training dates. If training is cancelled, we will inform you prior to the training date.


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