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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
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  • English (US)
  • English (Canada)
  • Import from QuickBooks desktop to Caseware ReviewComp
  • Import the client's data
  • https://portal.cpa.com/aa/onpoint-ebp
  • What is OnPoint EBP?
  • English (US)
  • Set up and import a trial balance containing dimensions
  • Excel or CSV
  • Import the client's data
  • Check system and file history
  • Activities
  • Transition Guide - OnPoint Audit 2025 template
  • Risk Assessment
  • Presentation and Formatting
  • Content Management
  • Manage the firm template
  • Index
  • Set up the Notes Library
  • Edit table rows in the financial statements
  • Add or edit a calculation in table cells in the financial statements
  • restored from the Recycle Bin
  • Manage access for Caseware Cloud apps
  • Firm settings - Caseware Working Papers
  • Integrate Working Papers with Caseware Cloud
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