Caseware Hybrid Cloud

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• Deploy an Office Add-in using the admin center
• What's new - Caseware Taxflow Winter 2025
• Release updates
• What's New
• Release History
• Index
• Install Extractly for your firm
• Insert data using MS Excel formula bar with Cloud Connector
• Index
• List of Cloud Connector functions
• Caseware Academy - North America | Gettting Started with Extractly
• Provide feedback or request support
• Support
• English (US)
• Get started - Firm Administrator
• https://portal.cpa.com/aa/onpoint-pcr
• account assignment
• Get started - Staff
• Set up and import a trial balance containing dimensions
• firm authors
• Add an account or a group in the Data page
• Assign financial groups to areas
• Import the client's data from a CSV or Excel file
• Account details described
• Grant users and groups access to entities
• Users and Groups
• What is Caseware Cloud Connector?
• What is OnPoint DAS?
• Login settings
• Roles and Permissions
• Get started with Caseware Cloud Connector
• Deploy add-ins in the admin center
• Get started with the integrated apps portal (Microsoft)
• Enable access to Caseware AiDA
• What is OnPoint Audit SLG?
• https://portal.cpa.com/aa/onpoint-ebp
• Enable or disable features for all users
• Permissions
• Roles and Permissions (Security)
• English (US)
• Carry forward an engagement
• Manage the firm template
• Export all data
• English (US)
• User roles and permissions
• Clear the Office cache
• Install Extractly for your firm
• Add and manage users
• Activate your Firm Admin account
• https://admin.microsoft.com/
• Group audit
• Content Management
• Upload files to an entity
• Change personal preferences
• 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
• English (US)