From the smallest accountancy practice to large audit firms, CaseWare has become the leading choice for accounts production, tax and paperless auditing. Integration between CaseWare modules through cloud based add-ons brings even further possibilities to increase practice efficiency.

An update from the Education & Media Team

Written by: Georgie Walker, Education & Media Manager

At CaseWare, we have seen requests for training move away from traditional classroom sessions and shift towards digital learning and the virtual classroom. Over the last year, we reacted to the demand for online content by increasing our range of e-courses, and developing Quickvid tutorials and a comprehensive webinar series.

In addition to increasing content we analysed the Training team structure, and as a result, we introduced the Training Technician role to the department and renamed the team the Education & Media Team to support and reflect the variation of training services that we deliver.


There were five webinar broadcasts in June covering topics such as the new Engagement Tracker and an Introduction to Client Services.

If you missed a webinar, you can catch up via the links below:

Engagement Tracking in CaseWare Cloud

Corporation Tax ePack CT3.11.03

Introduction to CaseWare Client Services

AccountsAdvanced ePack ep4.03.04

Creating and Editing Custom Tables


The Education & Media team have focused on specific areas for QuickVids over the past few months, including; AccountsAdvanced ePack release ep4.03.04, Charity AccountsAdvanced release and common support queries.

Completion Events for the Accounts Production Tracker

Tracker Icons

Switching from the 2014 taxonomy to the 2019 taxonomy


A key element of the recent departmental review was to consider how we could improve the quality of our educational content. We identified the requirement for Instructional Design training and investment in content authoring software, and the team recently attended training that covered Instructional Design theory and Storyline 360 authoring.

So, what is Instructional Design and how will this change our online courses?

Historically we based our online training on our traditional classroom courses, creating a series of videos. Feedback from our learners highlighted that the existing courses were designed with a ‘one size fits all’ approach and do not provide an interactive training experience.

The Instructional Design training has altered the way in which we develop our courses. The team now follow a systematic process for developing learning content.

By identifying our learners and setting objectives, we are able to focus on what they are trying to achieve and establish the content requirements to support them on their educational journey.

What to expect in the next generation of online courses?

Using Storyline 360 Content Authoring Software the team are working to develop interactive courses which:

  • Include a virtual tutor
  • Introduce a cast of characters in an authentic environment to accompany the learner through their learning experience
  • Follow a story to guide the learner through the process to enhance their understanding
  • Include learning paths relevant to the individual; choose between the Preparer and Reviewer options to view content that is relevant to your role
  • Create engaging and interactive content through software simulation
  • Include test case scenarios

How can you access the courses?

The team are in the process of finalising the new Introduction to AccountsAdvanced e-course, which we are aiming to release this summer.

Look out for news updates on the Client Services - CaseWare UK Ltd LinkedIn page or alternatively contact to register your interest.

Published: 18th Jul 2019


Webinar: AccountsAdvanced Charity & Academy epCA4.04.05 **Intermediate Level

Join our free 45 minute AccountsAdvanced Charity & Academy Webinar

Read more
WEBINAR: AccountsAdvanced – Directors’ Report editing options **Intermediate Level

Join our free 45 minute AccountsAdvanced webinar.

Read more
WEBINAR: AccountsAdvanced – Common Tagging Errors Part 1 *Introductory Level

Join our free 45 minute AccountsAdvanced webinar.

Read more

Latest Downloads

Greater Expectations: The Brydon Report and The Future of Audits

On December 18, 2019 Sir Donald Brydon delivered his report on improving the UK audit industry. In this eBook we examine the main themes of the Brydon report, focussing specifically on the expected impact technology will have on the future of auditing.

Understanding Technology Attitudes within UK Finance Professionals

Our latest research report – based on the opinions of more than 1,000 UK finance professionals – investigates whether teams are ready and committed to change, whether they are aware of the new opportunities open to them through technology, and whether the pace that new technology is being adopted is creating optimism or increasing concern.

Why Cloud-Based Collaboration is the Future of Accounting Collaboration

In this eBook we look at the key challenges firms and clients face when it comes to collaboration and examine how moving your accounting processes to the cloud can create a new, intelligent model for accounting client collaboration.


Find out more about CaseWare, book a FREE demo today

Please note we are currently experiencing technical problems with our telephone systems, please bear with us while we fix this. If you are an existing customer trying to get through, please leave us a voicemail and one of the team will call you back as soon as we are back online.

Request Product Info

Interested in any of our solutions? Then please enter your details below and we will contact you shortly.