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Getting Started Guides


Written by: Georgie Walker, Education & Media Manager

CaseWare’s Education & Media Team have created a set of interactive Getting Started Guides to help you and your colleagues get started with a range of our products. The guides are ideal for new users who would like to learn the basics when getting started with CaseWare.

You can access the following guides via the CaseWare KnowledgeBase:



Cloud Audit

Corporation Tax

UK Xtend

Cloud UK Disclosure Checklists

UK Self-Assessment Tax 

AccountsAdvanced Group Consolidation

LLP Accounts

CaseWare Silent Update Wizard

NoteBuilder Advanced

AccountsAdvanced Charity 

AccountsAdvanced Academy


Companies House



Cloud Accounts (FRS 105)


Working Papers

The team applied instructional design techniques to ensure that the guides include:

User-friendly interface and simple navigation:

Short videos to highlight important areas:


Interactive hotspots to highlight key options:


We will be publishing additional Getting Started Guides to the KnowledgeBase over the next few months. Keep an eye on our LinkedIn page for all the latest news.

Do you have a good idea for a Getting Started Guide, QuickVid, or Webinar? Let us know by emailing us at