Caseware Connector

Caseware Connector

Enable Microsoft® Word and Excel® with the power of Caseware Working Papers.

Connector 9

Caseware Connector is a Microsoft® Office add-in that empowers Microsoft® Word and Excel® documents with data from Caseware Working Papers.

Trial balance and other working paper related data is automatically synchronized into new or existing Microsoft® Word or Excel templates. Information can be linked from the client profile, accounts, mappings, lead sheets, groupings, user-defined information, document information, tax export codes and more.

Using Connector’s linkage dialogue, an extensive variety of Caseware Working Papers data can easily be retrieved. Generic documents can be created that can be copied over multiple client files for financial statements, lead sheet schedules and other bespoke documents.

Key Features


Flexible Datasets

Access a wide variety of data across the trial balance, client profile, accounts, mapping, groupings, lead sheet and more.


Seamless Data Updates

Update information in real-time within Word and Excel® without risk of data loss when changes are made in Working Paper files.

Standardise Reporting Templates

Create customised Word and Excel® documents, reporting templates, schedules and calculations using Working Paper data.

Integrated Document References

Link Word and Excel® documents directly within the Working Papers file for easy access.

Required Products:

Caseware Connector

Caseware Connector

Enable Microsoft® Word and Excel® with the power of Caseware Working Papers.

Caseware Working Papers

Caseware Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

Caseware Connector is designed for Microsoft® Office (Word and Excel) running on Microsoft® Windows (x64) 8.1/ 10.

Optional Extras:

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