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- Get started with Cloud Connector
- Integrate single sign-on with Entra ID
- Generate the Reply URL (ADFS)
- Integrate single sign-on with ADFS
- Integrate single sign-on
- View licenses and downloads for Caseware Desktop products
- Snap Assist
- Import from a desktop accounting software using Cloud Import Utility
- New in Caseware Extractly
- What is Caseware Extractly?
- English (US)
- Add a financial statement area
- Add or edit a calculation in table cells in the financial statements
- Add content areas in the financial statements
- Add table of contents in financial statements
- Add contact instructions
- Integrate Working Papers with Caseware Cloud
- Create an externally consolidated engagement
- Start the engagement
- Built-in roles
- Use non-consolidated balances in the financial statements
- Open and edit PDFs locally
- Import data from online accounting software
- Supported third-party desktop accounting software
- English (Canada)
- Import data from desktop accounting software
- Import from Sage desktop
- Perform risk assessment
- Perform assessment of the controls environment
- Add a control
- Import and manage data
- Trial balance
- Import the client's transactions and other subledger data from a CSV or Excel file
- Controls report
- Risk Assessment
- Complete the Allocation overview worksheet
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