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- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
- Copy the metadata endpoint
- Generate a client secret (Entra ID)
- Group audit overview
- Create a new engagement based on an existing file
- Define materiality
- Create an externally consolidated engagement
- Create a consolidation engagement
- English (US)
- Add an analysis section in the financial statements
- English (US)
- English (US)
- New features and enhancements in Cloud Engagements
- Planning trial balance
- Transfer engagements in bulk with CloudBridge
- Transfer individual engagements with CloudBridge
- Built-in roles
- Caseware Cloud security architecture
- Create workflows
- Add visibility settings in checklists
- Import the client's data from a CSV or Excel file
- Import the client's data
- Add table of contents in financial statements
- Add visibility settings in financial statements
- Add or remove a link in text sections in the financial statements
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