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- Integrate single sign-on with Entra ID (formerly Azure AD)
- Open and edit PDFs locally
- purchased and enabled
- Excel or CSV
- Import the client's data
- Fall 2025 release
- Release updates
- Get started with the integrated apps portal (Microsoft)
- Data linkage and realtime updates in Cloud Connector
- Create a consolidation engagement
- Dataset types described
- Excel file requirements
- Common use cases
- Firm Settings - Integration
- English (US)
- Engagement Management
- Get Started
- Release History
- What's New
- Perform risk assessment
- Define materiality
- English (US)
- Risk Assessment
- Planning
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Description of staff roles
- Firm Author
- Firm Administrator
- Contacts
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