Caseware Taxflow

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• New in Caseware Cloud Engagements
• Cloud 41.0
• Deploy add-ins in the admin center
• Generate a client secret
• Register a new app for single sign-on
• Copy the metadata endpoint
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Cloud Engagements 2026-01
• New in Caseware Cloud
• List of Cloud Connector functions
• Complete the engagement setup procedures
• Perform the acceptance and continuance
• Data linkage and realtime updates in Cloud Connector
• View queries (the Query dashboard)
• Complete a query
• Perform fieldwork
• General audit procedures
• What is OnPoint PCR?
• English (US)
• Start the engagement
• Get started - Contact
• https://portal.cpa.com/aa/onpoint-pcr
• English (US)
• English (US)
• English (US)
• View the overall engagement status
• Resolve data import conflicts
• Access the product settings
• Add a page break in the financial statements
• Known issues
• What's New
• Release History
• Import and manage data
• Completion
• Conclusion
• What is Caseware SQM?
• What is OnPoint Audit?
• https://portal.cpa.com/aa/onpoint-ebp
• Users and Groups
• Recover a previous version or deleted file
• Sherlock Visualizations (US)
• What's New
• Customize the lockdown settings
• Get started with the integrated apps portal (Microsoft)
• Manage the firm template
• Set up the Notes Library
• Change the dynamic table font size
• Download a reference copy of the engagement
• Report the engagement status to others
• Download a reference copy of an engagement
• View hidden rows and columns in a table
• Presentation and Formatting
• Manage sync copies
• Support
• Review the prior year's engagement
• Create placeholders in the engagement file
• Create an engagement file for the next period (roll forward)
• What is Caseware Hybrid Cloud?
• What is PEG ReviewComp?
• What's new in Caseware Cloud
• What's new in Caseware Cloud Engagements
• What is Caseware Cloud Engagements?
• What is Caseware Cloud?
• 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