What's new?

August 2018

Template version 2018.01 Trust Audits for Lawyers and Real Estate. This single template works for both Lawyer Trust Audits and Real Estate Trust Audit for Brokerage and Management companies.

Template version 2018.01 Ability to issue digital financial statements with digital signature. This release also includes updates for the Summer 2018 changes to the Professional Engagement Guide. Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

November 2017

Template version 2017.02 Trust Audits for Lawyers and Real Estate is released. This single template works for both Lawyer Trust Audits and Real Estate Trust Audit for Brokerage and Management companies.

Template version 2017.02 released November 15 which includes updating the templates to use Professional Engagement Guide and CSRE 2400.

June 2017

Template version 2017.01 is released.

August 2016

Template version 2016.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

April 2016

We are pleased to announce our new management team. Effective May 1, 2016, Dan McNeill, CPA, CGA and Pat McNeill will retire from their company management positions, and Jason McNeill, CPA, CGA will resign as our CaseWare template support expert. Our successors are Howard Karpes, CPA, CGA, Rose Ottesen, CPA, CGA, and Evelyn Suvajdzic, CPA, CGA. All three bring with them years of experience in public practice, and all are long-term users of our templates. We are confident that these changes will ensure that our clients will continue to have the engagement tools they need for many years to come.

January 2015

Template version 2015.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

July 2014

Template version 2014.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

January 2014

Template version 2014.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

July 2013

Template version 2013.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

January 2013

Template version 2013.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

July 2012

Template version 2012.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

January / April 2012

Template version 2012.01 / 2012.01a is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

July 2011

Template version 2011.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes". This template release includes significant enhancements for the initial year of adoption of Canadian "Accounting standards for private enterprises" (ASPE), a new review engagement template for NPOs that have adopted "Accounting standards for not-for-profit organizations" (ASNPO), and audit template revisions for use with ASNPO.

January 2011

Template version 2011.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

November 2010

Template version 2010.02 is released, including significant enhancements, including:

January 2010

Template version 2010.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

July 2009

Template version 2009.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".

January 2009

Template version 2009.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".