CaseWare / CaseView Training

Are you one of the many practitioners in small firms who just don't have the time to fully explore CaseWare and CaseView? Are you making do with a solution that only uses a portion of the features in this software? Do you want to get more out of CaseView? Did you know that help is available at a reasonable cost?

We offer training in the efficient use of CaseWare and CaseView. Training sessions can be arranged in your office, can be tailored to your firm's needs, and typically are either 1/2 day or 1 day sessions.

A typical CaseWare training session might include topics such as:

• File set up for new clients
• File rollover for continuing clients
• File preparation tips
• Financial statement preparation tips
• File finalization tips
• CaseView tips

For the maximum benefit from CaseWare / CaseView and from these training sessions, we recommend implementing our Templates for CaseWare Working Papers.

Training is available in BC, Alberta, and elsewhere. Contact Dan McNeill at 877-855-5843 for more details and for availablility in your area.

In 2007 and 2008, we are pleased to be presenting seminars sponsored by the Certified General Accountants Association. We are presenting "Using CaseWare and CaseView Efficiently" in Calgary on October 4, 2007. (Contact CGA-Alberta for more information or to register.) We are also presenting this seminar in Vancouver on February 14, 2008. (Contact CGA-BC for more information or to register.)

If you represent a group who are interested in bringing a CaseWare seminar to your area, please contact Dan McNeill at 877-855-5843.