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• View data for consolidation engagements in the Data page
• Create and set up an engagement file
• Recover a previous version or deleted file
• Archive and lock down the engagement
• Complete review notes (issues)
• English (US)
• Firm settings - Security
• English (US)
• Modify or add a response type to a question
• Review and customize query question settings
• Get technical support
• Import the client's data from a CSV or Excel file
• Insert data using the Cloud Connector pane
• Import the client's data
• Data linkage and real time updates in Cloud Connector
• Get Started
• English (International)
• What is PEG ReviewComp?
• Cloud Engagements 2026-01
• English (Canada)
• Deutsch
• View details of accounts and groups in the financial statements
• Review the Statement of Cash Flows in the financial statements
• Insert data using MS Excel formula bar with Cloud Connector
• Assign system-wide security roles
• OnPoint Audit Summer 2025
• English (US)
• Create a consolidation engagement
• Post adjustments to the trial balance
• Import the client's data from a CSV or Excel file
• Import the trial balance from an engagement file
• Sync a trial balance across engagements in different Cloud apps
• Transfer engagements in bulk with CloudBridge
• Transfer individual engagements with CloudBridge
• Built-in roles
• Caseware Cloud security architecture
• Create workflows
• Home
• Create a Caseware Cloud engagement using Caseware Working Papers
• Grant users access to items in an entity
• Users and Groups
• Sherlock Visualizations (US)
• Get Started
• Data Extraction
• Create a query document
• Entities
• Dashboards
• Get started - Staff
• What is Caseware DocuFlex Enterprise?
• Recover a previous version or deleted file
• Rename, delete or replace files
• Manage sync copies
• Set file retention
• Get started - Firm Administrator
• Import and manage data
• Caseware Academy - North America | Gettting Started with Extractly
• Release History
• What's New
• Index