One-Click CaseWare
Folder Flattening Tool
Instantly restructure nested CaseWare directories so you can use CaseWare Tracker to bulk roll forward files—without touching each engagement manually.
The Problem With Nested CaseWare Folders
Client XYZ → 2023 → Caseware Folder Client XYZ – 2023
This structure is great for organization, but it limits your ability to use CaseWare Tracker for bulk rollforwards, because the application can only roll files forward if the new file stays in the same directory as the original.
This forces accountants to manually open each file, roll it forward individually, assign names, and repeat the process—sometimes hundreds of times.
To streamline our own workflow, we built a simple one-click Windows utility that automatically “flattens” your CaseWare folder structure by moving engagement files up one directory level.
It converts:
old:
Client XYZ\2023\Caseware Folder Client XYZ – 2023
into:
—instantly, without manually dragging files.
The Problem With Nested CaseWare Folders
How it Works - Simple Steps
Download the ZIP File
Contains the executable + user guide
Open the Application
Select the client folder root.
Click “Flatten Structure”
The application reorganizes each CaseWare folder automatically.
Run CaseWare Tracker
Update the scanning tool in Caseware Tracker and Bulk rollforward should work smoothly
Get in Touch With Us
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Frequently Asked Questions
CPAs (Chartered Professional Accountants) provide a range of financial services, including tax preparation, auditing, financial planning, and consulting to individuals, businesses, and organizations.
Put simply, most small businesses do not require monthly reports on their sales and expenses which would require monthly bookkeeping. Year-end taxes allows business owners to figure out their financials at end of the year to file their tax return and pay their tax liability
Simple, as new clients we only require three things from you 1) Articles of Incorporation 2) Previously filed tax return 3) Bank statements for fiscal year in PDF format. Simple right? Yep, that’s all we will handle the rest
CPAs typically charge fees based on various factors, including the complexity of the work, the time involved, and the specific services required. Some offer flat fees, while others charge hourly rates. Most important factor is the time we spend on each file.
Nope! receipts and invoices can be the CRA which must be maintained for up to 6 years in case they request to review your business. We only require copies of the bank statements or a schedule provided by you
We assist corporate clients with personal taxes, emphasizing tax planning for incorporated business owners. Our electronic processes streamline the management and filing of personal taxes. Personal tax services are exclusively offered to our corporate clients and their partners, ensuring a personalized touch come tax time.
Our primary focus at FShad CPA is to help corporate businesses with their accounting needs. For simple tax returns such as T4 slips we recommend using over-the-counter tax preparation software. If you have questions regarding your personal taxes or investments, we will be happy to advise you