Connector: Integrate with Word & Excel

“[Connector] provides us with an opportunity to develop custom templates and pre-populate financial and other client data out of our Caseware file directly into other formats, such as Word and Excel. This allows us to build templates for testing and client documents that require little input other than simple commentary and data analysis which means we can be more efficient. With greater ‘automation’ of our documents, it also means less room for keying errors.”