How can I collaborate on deliverables with clients in SMSF Audit?
How can I collaborate on deliverables with clients in SMSF Audit?
There are two recommended methods of collaborating with clients in CaseWare Cloud SMSF Audit. In this article we will be categorising the two methods depending on your requirements.
As CaseWare SMSF Audit is a web-based tool, speed and performance can be affected by a number of different factors. Whilst we can’t assist with factors like internet speed or slow hardware, we can make the following recommendations to help with ...
With the assistance of our SMSF Audit content provider, we have developed the following letter and work papers templates for SMSF auditors to use - all are attached at the bottom of this FAQ. These template letters and work papers can be tailored by ...
Previously, any firm customisations made in the SMSF Audit template were lost during the SMSF Update. This meant that Firm Authors would need to redo their content each release. In SMSF Audit 2022 Release (1 July 2022), the template now carries ...
When an SMSF Audit file is carried forward, the Trial Balance import method will default to the same method used in the prior year file. So how do you carryforward an audit file when the fund has changed administration platforms during the year? ...