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Installing the Caseware application and templates

Note: The following instructions relate to stand alone environments.

If Caseware data is stored on the local c:\drive, ensure that you have a current backup of your Data directory and that you have read any relevant documentation in Readme files section of the installation package.

If Caseware has already been installed, ensure that you install to the same location.  The default location is C:\Program Files\CaseWare (x86).  There is no need to uninstall any previous versions of Caseware or templates.

  • You must be logged on to the computer as an administrator in order to install the application and/or templates
  • The first option is to install the Caseware Application (provided as a separate download).


After installing the application;

  • For new installations, you will be required to install the template(s). Note: that you will require a password or serial number which will be included in your covering letter.
  • Finally, open Caseware and enter your user details when requested.  This information is required for using the Sign Out function.

If Caseware is being installed on a machine for the first time and the Accounts and Audit templates are required

Note: The Audit templates, common components will need to be installed before the Accounts template please also install the latest epacks when finished.

  • Related template: AccountsAdv IFRS, Charity/Academy, Group consolidation, AuditAdvanced Mercia, AuditAdvanced HAT, Corporation Tax, Charity/Academy Accounts3, Financials, Non-Corporate Accounts3, Pension Accounts3, None, FRS101/102/105 LLP
  • Software platform: Working Papers 2018, Working Papers 2019, Working Papers 2020, Working Papers 2021, Working Papers 2022