Caseware Data Store

Centralised user, security, and engagement file administration for Working Papers

Create and maintain a shared data store across multiple machines with flexible customisation and centralised control.

Caseware Data Store is an add-on for Caseware Working Papers that lets administrators create, customise, and maintain a shared data store across multiple machines.

Instead of each user relying on a private personal data store on their workstation, a firm-wide Working Papers data store centralises key organisational data such as users, global groups, file locations, and file lists. This supports consistent governance, user administration, and security across the practice.

Features that support firm-wide administration

Centralised data store for multi-machine access

Replace isolated personal data stores with a shared firm data store accessible across multiple machines.

Active directory integration support

Integrate with Active Directory to align user administration with enterprise identity management and reduce duplicate admin overhead.

Configurable settings for governance and performance

Apply recommended settings for synchronisation behaviour and engagement tracking to balance governance needs with network/performance considerations

Built for Admin Control and Ongoing Maintenance

DSAT is designed for administrators to manage, customise, and maintain the data store as an operational platform component of Working Papers.

A controlled foundation for firm-wide administration

Caseware Data Store gives firms a controlled, scalable foundation for Working Papers administration. By centralising users, file lists, and key settings, it supports consistent governance, simpler administration, and less operational friction as teams grow.

Why Firms Use Caseware Data Store

Reduced risk of data errors

Consolidating user and engagement data in Excel exposes firms to formula errors and broken links. Caseware Data Store replaces that with a purpose-built, verified database.

Automated NCI calculations

Non-Controlling Interests are calculated automatically based on the ownership percentages defined in your group tree, removing the manual effort of splitting profits and reserves across stakeholders.

Clear audit and compliance trails

When regulators or inspectors query a consolidated figure, administrators can produce a clear, automated report showing exactly how subsidiary balances were aggregated and eliminated - providing traceability from source to consolidated output.

Scales as your firm grows

Whether user numbers increase or engagement volumes expand, Caseware Data Store scales with your practice without requiring structural changes or rebuilding your administration setup.

How To Set Caseware Data Store Up

Setup follows a clear process that supports structured rollout and ongoing administration.

Install

Install DSAT for the administrator using the server or workstation approach that fits your environment.

Create

Create a new Caseware data store using xBase or SQL, based on firm size and infrastructure.

Configure

Configure settings such as synchronisation, security, engagement tracking, and Active Directory integration where needed.

Generate

Generate connection files and connect users to the shared data store.

Maintain