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- Grant users and groups access to entities
- review the details of these roles
- Assign system-wide security roles
- Cloud Engagements 2025-12
- Get started with Cloud Connector
- New SLG forms
- Import the client's data
- What is OnPoint Audit SLG?
- Index
- Define materiality
- Cloud Engagements 2026-01
- Get started with Cloud Connector.
- Perform risk assessment
- Risk Assessment
- Import from ASCII or Excel
- Downloaded documents keep the name displayed in the Documents page
- New in Caseware Cloud Engagements
- Understand the trial balance dataset
- Assign accounts to groups
- Manage your imported data
- Import and manage data
- Organize files by folders and tags
- English (US)
- integration process
- Get started - Firm Administrator
- What is Caseware Hybrid Cloud?
- English (US)
- English (US)
- English (US)
- English (US)
- English (US)
- Download a reference copy of the engagement
- Firm settings - Caseware Working Papers Backups
- Set file retention
- restored from the Recycle Bin
- Recover a previous version or deleted file
- Index
- Data linkage and real time updates in Cloud Connector
- Controlling access to Caseware Working Papers files
- Assign system-wide security roles
- Recover a previous version or deleted file
- Manage sync copies
- Rounding setup recommendations
- enable single sign-on for your firm
- Integrate single sign-on with Entra ID (formerly Azure AD)
- What is Caseware Cloud?
- Home
- Sherlock Builder
- Frequently asked questions
- Get started - Sherlock Reader
- New in Caseware Sherlock
- What's New
- Grouping structures in Cloud Connector
- Insert data using the Cloud Connector pane
- View and manage job details
- Track staff work
- Assign or reassign jobs
- Time and Expense
- CasewareCloud Time
- Measure productivity
- Index
- Get started - Staff
- Get started with Cloud Connector
- Troubleshooting
- System requirements
- MyCaseware
- purchase and enable
- Data linkage and realtime updates in Cloud Connector
- What is PEG Audit?
- English (Canada)
- Tax Preparation
- Index
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