Can DropBox be integrated with CaseWare?

Can DropBox be integrated with CaseWare?

CaseWare Australia & New Zealand do not specifically recommend or support using Working Papers with DropBox as it has not been tested enough by CaseWare nor does DropBox have any specific integration with CaseWare. Therefore we advise any customer who is contemplating using DropBox to thoroughly test it and develop appropriate procedures for staff to minimise the likelihood of data loss before it is rolled out for extensive use by their staff.

This is by no means an exhaustive list, however, some things you might like to consider are:

  • It does not facilitate concurrent multi-user access to a file.
  • Users need to communicate hand-off of a file to other users for it to work successfully as DropBox folders are personal folders which would not be shared between users.
  • Dropbox will generate a lot of Deleted/Created file events if Save Compressed is used and for this reason mentioned above, it may not make sense to use it for live files.
  • It may be best used to transfer files between users or one office and another

Whilst we understand some firms are using DropBox successfully, you will need to make sure it works for you and if you have any queries with DropBox functionality or performance, you will need to contact the DropBox support team. You should also ensure that you have a robust backup of all CaseWare files to be able to recover from file corruption if it occurs.
 

    • Related Articles

    • Caseware 2022 Update Webinar

      The following is a recording of our 2022 Caseware Update webinar, in which Tim Lew and Joe Nagy walk through what is included and how to correctly update your engagement files.  The helpful slide deck is also attached below.

    • CaseWare IDEA Level 2 Pre-training Checklist

      What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 2 training course. All training is conducted with the latest software ...

    • Rename CaseWare Engagement Files

      Note the following: An engagement file cannot be renamed within Windows Explorer. The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will ...

    • CaseWare IDEA Level 1 Pre-training Checklist

      What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 1 training course. All training is conducted with the latest software ...

    • What are the practical issues when setting up a Half-yearly file in CaseWare

      Setting up a half- year file: Setting up a half-year CaseWare engagement file is the most crucial phase to ensure correct presentation of data.  In order to start using CaseWare / FinancialsIFRS to report half-yearly data, it is imperative that you ...