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- Perform data analysis
- Import and manage data
- Complete the Fieldwork Optimiser
- Perform fieldwork
- Sync a trial balance across engagements in different Cloud apps
- Request more information from the client
- Plan the engagement
- Edit the engagement letter
- Implement the 4200 Compilation standards
- Perform the acceptance and continuance
- Define a document's sign-off scheme
- Modify sign-off schemes
- Modify sign-off roles
- Understand the trial balance dataset
- Start the engagement
- Define materiality
- Document the audit team discussions
- Collect information from the client
- Determine the overall audit strategy
- Group audit overview
- lockdown settings
- Support
- Tel: 416-867-9504
- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
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