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Getting Started Guides

AccountsAdvanced - Getting Started - Overview

Written by: Georgie Walker, Education & Media Manager

Our Education & Media Team are regularly adding to our catalogue of interactive Getting Started Guides to help enable you and your colleagues to get started with a large number of our products.

The guides are ideal for new users who would like to learn the basics when getting started with Caseware, but also existing users who may wish to refresh their knowledge of the software. We regularly update the guides to provide users with the latest and most up-to-date information.

On our Help Site, the following guides are available for you to view at any time:


AccountsAdvanced Academy

AccountsAdvanced Charity 

AccountsAdvanced Group Consolidation

AccountsAdvanced IFRS


AuditAdvanced (HAT) 

AuditAdvanced (HAT) Update Guidance

AuditAdvanced (Mercia)

AuditAdvanced (Mercia) Update Guidance

Batch Tool (formerly Silent Update Wizard)

Caseware Cloud

Caseware UK Pre-Training Pack 

Cloud Accounts (FRS 105)

Cloud Audit Customisations

Cloud Audit (HAT)

Cloud Audit (Mercia)

Cloud Audit Reviewer (Mercia)

Cloud HAT Disclosure Checklist

Cloud UK Disclosure Checklists

Companies House Filing

Corporation Tax

Custom Audit Report

Custom Director's Report 


Group Consolidation Best Practices

IFRS 9/15/16


LLP Accounts

NoteBuilder Advanced


UK Self-Assessment Tax 

UK Xtend

Working Papers

All ours guides are carefully designed with instructional techniques and feature a range of interative elements, including:

An interface that is user-friendly and features simple navigation for complete ease of use:

Short videos to highlight important areas:

2022-10-27 13_33_51-AuditAdvanced - Risks, Controls and Reportable Items - YouTube-1

Graphics with interactive features, such as hotspots to highlight key items:

We will continue to add new Getting Started Guides to our Help Site to offer our customers the best possible user experience. If there are any topics you think we should be covering in our Getting Starter Guides, please let us know via email at:

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