Sherlock | Frequently Asked Questions

1. How often is the data updated on Caseware Sherlock? 

          Once a night 

2. Can I print my dashboard? 

          Each visualisation can be exported by excel/csv and printed to pdf format 

3. Which data is extracted from Engagements to Sherlock? 

• Trial balance
• Engagement properties
• Journals
• Mapping
• Document manager
• CaseView
• History
• Issues
• Meta Data 

4. How can i view my engagement in Caseware Sherlock? 

• You can view engagement data in Caseware Sherlock when you meet the following requirements: 

• You are an active Hybrid Cloud user with a Sherlock Builder or Sherlock Reader license 

• The engagement file has been published to Caseware Cloud 

• You have the Read permission in the entity where the engagement file is stored 

5. How does Sherlock know when to extract data from my engagement files? 

       A data extraction request is triggered automatically by the following three scenarios: 

1. An engagement file is published from your local Working Papers application to Caseware Cloud with modifications over the threshold 

2. An engagement file is uploaded to Caseware Cloud using the Cloud interface 

3. Engagement files are uploaded to Caseware Cloud in bulk using the Migration Manager tool 

Once the data extraction request has been triggered, the data is extracted during the next scheduled cycle. 

6. Why don't I see my recent engagements? 

           Existing engagement data may not display recent modifications due to any of the following circumstances: 

1. The data extraction process could not be completed within the scheduled cycle due to high volume of requests. Extraction is automatically rescheduled to the next day's cycle. 

2. You do not have the Read permission in the entity where the engagement file is stored.

3. You only see engagements for the entities and files that you have access to.

7. Where is my data stored? 

           Your data is stored on servers operated by AWS in Ireland.

           All of your data, including your backup data, is kept in the same location. 

8. Is my data encrypted? 

           Storage of data (data-at-rest) is encrypted using the same level of encryption as online banking. 

           Security and Policy

Any questions regarding the actual submission of the IRBA Annual Declaration Form, refer to the IRBA Website, click here!

Caseware Cloud uses an advanced cloud-delivered endpoint protection platform to detect and defend against known and unknown attacks. 

Caseware Cloud also relies on the Amazon Web Services security polices and their accreditations which are a key element to protecting your sensitive information.