Training Courses
CaseWare solutions are very intuitive and easy to use, but we strongly advise all of our customers to maximise a rapid return on investment by investing in our excellent training programmes. Training is provided at the client site or via public courses at our offices in Maidstone.
Contact your Account Manager to arrange convenient dates, or if you would like to receive a synopsis of our standard courses.
iXBRL Preparation - Half Day
The purpose of this course is to instruct users on the process for tagging UK GAAP accounts to meet the online filing requirements of HMRC. The course uses a case-study to illustrate the automatic tagging process developed for the template and its standard content. The course then progresses to explore the tagging requirements for more detailed disclosures for specific circumstances. Delegates will also achieve an understanding of HMRC's expectations in implementing iXBRL. Importantly, the course will also demonstrate the review and diagnostic tools available for preparers and reviewers.
Delegates are required to have a working knowledge of CaseWare and the UK GAAP template in advance of attending this course.
Public Training Course Dates: Maidstone
1st June (PM)
12th July (AM)
11th September (AM)
To book call Debbie Knight on +44 (0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Introduction to Accounts Production - 1 Day
A case-study based course covering the whole CaseWare accounts production process. It covers everything from importing data through to accounts editing and finalisation, and is a perfect introduction to the workings of CaseWare.
Public Training Course Dates: Maidstone
12th June
4th July
23rd July
13th August
5th September
Public Training Course Dates: Dublin
17th July
To book, please call Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Paperless Audit - 1 Day
This course is aimed at users and reviewers looking to adopt a paperless audit approach, and covers each stage of the audit process, from planning to review. Users completely new to CaseWare should attend the basic half-day Working Papers course before attending the audit sessions.
Public Training Course Dates: Maidstone
17th May
21st June
5th July
24th July
14th August
6th September
Public Training Course Dates: Dublin
18th July
To book, please call Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Charity Accounts - 1 Day (half day if already a CaseWare user)
Case-study based, this course focuses on the specific skills needed to process charity accounts efficiently, and includes sessions on the editing and finalisation of charity accounts. Users who are already familiar with preparing UK GAAP accounts on CaseWare should only need a half-day session.
Public Training Course Dates: Maidstone
23rd August - AM
To book, call Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Pension Accounts - 1 Day (half day if already a CaseWare user)
Public Training Course Dates: Maidstone
Please contact us for future dates.
To book, please call Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Group Accounts - 1 Day (half day if already a CaseWare user)
Case-study based, this course focuses on the specific skills needed to process consolidated accounts efficiently, and includes sessions on the editing and finalisation of accounts. Special attention is also given to the consolidation process and the specific working papers and tools available when preparing group statements . Users who are already familiar with preparing UK GAAP accounts on CaseWare should only need a half-day session.
Public Training Course Dates: Maidstone
1st June (AM)
12th July (PM)
To book, contact Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
IFRS - Bespoke depending on requirements and CaseWare experience
The CaseWare IFRS template is a very sophisticated accounts production tool, with a huge number of editing and presentation options available. Firms may also wish to manage their own technical content and user policies, and the template has superb tools for delivering a business-specific financial accounts application.
We are always happy to discuss specific requirements for these IFRS sessions, please contact your This e-mail address is being protected from spambots. You need JavaScript enabled to view it for full details.
Super User and Internal Support Training - Half Day/1 Day
These courses are aimed at experienced users who wish to delve deeper into CaseWare's general functionality, or who wish to have a deeper understanding of specific areas of the system. This is also ideal for internal support teams who may wish to understand more about the 'back engine' of the system.
The content of these courses is discussed and agreed with you before the sessions are delivered.
Please contact your This e-mail address is being protected from spambots. You need JavaScript enabled to view it for details on this course.
Working Papers Toolkit - Half Day
This is an essential course for users new to CaseWare who are intending to adopt a paperless audit approach. It covers data importing, mapping, electronic working papers and the management of security settings and review points.
It is also been useful for any firm who currently uses CaseWare Accounts Production and would like to refresh their training in the specific area of paperless working.
To enquire about training sessions for this course, please contact Debbie Knight on +44(0)1622 355200 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
CaseView Design - 1- 2 days depending on the project being undertaken
CaseView is the accounts and working paper design tool that provides firms and businesses the power to automate a wide range of processes and services. This could cover such areas as management accounts, summarised financials, analytical review and automated working papers.
Learning CaseView will dramatically increase automation, enhance efficiency and of course profitability.
Please contact your This e-mail address is being protected from spambots. You need JavaScript enabled to view it for further details relating to your specific requirements.

