Training Registration

Get ready for year-end!

Fees*: $150 + tax or no charge

* This course is free-of-charge to all our clients currently on an unlimited support contract. Once you complete the form, our system will check your account and if you are on an unlimited support contract, no payment will be required.

If you are not on an unlimited support contract, the course is $150 plus tax per person.

Please note that course fees are on a per person basis. If you wish to project the training to multiple participants, each participant must be separately registered.

Overview

To ensure you are ready and prepared to face the year-end season and beyond, we offer a 2-hour online course designed to re-acclimate you to CaseWare and cover any new features that may have been added since you last used the tool.

This training will ensure you are prepared for the coming busy season and help you achieve a faster year-end.

Topics to be covered include:

  • What's new in Working Papers 2018 and Financials Template v15
  • Performing a year-end close on your Working Papers file
  • Validating roll-forward of statements, schedules and notes
  • Importing 2018 general ledger balances
  • Assigning map numbers and consolidation structure to new accounts
  • Questions from the attendees!

Technical Requirements:

While this course is intended for those that have upgraded to the current version of all CaseWare software, there are no hands-on portions of the training. Consequently no software is required to attend this training.

View system requirements here.

Course Materials:

There are no course materials for this session.

We will record this course and provide attendees access to this recording for 90 days after the session.

Cancellation Policy:

You may cancel at any time up to 2 days before the course for a full refund.