The concepts, workflows and tasks you need to design and distribute Cloud Engagement products (also known as Smart Engagements or SE).

Automate the update of Working Papers templates or customize a CaseView application.

Extract key engagement data stored in the cloud for analysis, monitoring  and visualization in business intelligence tools.

Create a tax checklist or other custom financial forms as part of your review, compilation and tax solution.

Create plug-ins to provide additional functionality like dashboards and gadgets on top of Collaborate, the Caseware Cloud platform.

Efficiently export data from Working Papers to a Cloud engagement.

Visualize engagement data with dashboards based on your clients’ needs and distribute them as templates clients can license through MyCaseWare.

Develop and publish your own custom visualizations within Caseware Cloud using Sherlock’s visualization tool.