Caseware Cloud Connector

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• What is Caseware SQM?
• Risks
• Objectives
• Get started with Caseware SQM
• Caseware SQM
• Import data from online accounting software
• Cloud Engagements 2025-11
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• Update the firm template after a version release
• Firm settings - Caseware Working Papers
• File Preparation
• https://portal.cpa.com/aa/onpoint-pcr
• Estimate the migration time
• Create an externally consolidated engagement
• Create a consolidation engagement
• Get started with central planning
• Group audit overview
• Manage risks and risk assessments
• Caseware Working Papers
• Manage the firm template
• Français (Canada)
• Migrate engagement files to Cloud
• New in Caseware Cloud Engagements
• English (US)
• Import data from SAP using SmartExporter
• Get started - Firm Administrator
• Insert data using the Cloud Connector pane
• Add issues and annotations for each assertion row in risk assessments
• Summary of the customizable risk library template
• Manage the risk library
• Identify preliminary analytical procedures
• Import the client's data
• Add content areas in the financial statements
• Review work programs and checklists using Review Tools
• Document the audit response to assessed risks
• Add identified risks
• Purchase and manage a Caseware Cloud license
• Use non-consolidated balances in the financial statements
• Import the client's data
• Tax groups
• Tax group assignment
• Tax-only engagement support
• English (US)
• English (Canada)
• Activate your Firm Admin account
• Collect the initial information and documents from the client
• Manage access for Caseware Cloud apps
• Deprecated features
• English (US)
• English (Canada)
• Completar una consulta
• Volver a abrir una consulta
• Español
• Index