CaseWare have moved Attorneys Trust Account [ATA] audits to the Cloud!
The ATA template on CaseWare Working Papers is no longer being updated, and support will be withdrawn from next year.
If you are
- Not currently using the cloud-based ATA solution, called “ISAE Attestation,” or are,
- In the process of transitioning thereto,
we would like to help you, by taking you through the ISAE template and showing you the efficiencies that could be yours with Cloud.
CaseWare Cloud Session #2 is for those looking to explore, understand and intuitively navigate through the Attorneys Trust Account audit template called ISAE Attestation.

If you are seeking
• A basic introduction to ISAE Attestation template or
• Have no previous experience with it or
• Find that you struggle with technology or
• Just want a preview of the Cloud-based solution for Attorney Trust audits, before buying a license / token,
= then this session is for you!
We will work through the following:
- How to obtain access to the template
- How to create a new trust audit engagement file
- How to add staff members to the engagement
- Exploring the documentation in each phase of the audit, planning, execution and finalisation
- Understanding how to upload documents, e.g. signed engagement letter
- Looking at how to collaborate with clients, to request documents or query information