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- Get started - Firm Administrator
- Get Started
- Engagement Setup
- New in Caseware Cloud
- English (US)
- Save a data layout
- Manage your imported data
- Import the client's data from a CSV or Excel file
- Get started - Sherlock Reader
- Manage access for Caseware Cloud apps
- Firm settings - Caseware Working Papers
- Integrate Working Papers with Caseware Cloud
- Change personal preferences
- Get started - Staff
- Create entity associations
- Provide feedback or request support
- Data Extraction
- Get Started
- What's New
- Nederlands (Nederland)
- Cloud Engagements 2025-12
- New in Caseware Cloud Engagements
- Get started - enterprise authors
- Manage the enterprise template
- Create client entities
- Customize the Documents page
- Resolve data import conflicts
- Customize risks
- Customize the lockdown settings
- Assign components to items in your template
- Import the trial balance from an engagement file
- General ledger
- Entity creation
- Create client entities
- Entities
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Test your single sign-on integration
- Assign API permissions
- assign API permissions
- Group properties
- Template setup
- Built-in roles
- Create custom security roles
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