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• Prepare the financial statements
• https://portal.cpa.com/aa/onpoint-ebp
• What is OnPoint EBP?
• English (US)
• English (US)
• Built-in roles
• Generate a sample using the Manual method
• Sample selection
• Group audit overview
• Install Extractly for your firm
• Get started – Staff
• View and share financial statements
• View guidance information in the financial statements
• Create a note in the financial statements
• Settings
• Maintenance
• Assign authorized staff to use single sign-on
• Assign authorized staff to use single sign-on (Entra ID)
• Intégrer un fichier de mission à une entité Cloud
• Generate the Reply URL (Entra ID)
• copied to a text document previously
• Configure optional claims (Entra ID)
• What is OnPoint PCR?
• New in OnPoint Audit
• What is OnPoint Audit?
• English (US)
• Creating an account.
• Copy the metadata endpoint (Entra ID)
• Insert data using MS Excel formula bar with Cloud Connector
• Deploy add-ins in the admin center
• Get started with Cloud Connector
• Understand the general ledger dataset
• General ledger
• Import the client’s transactions from a CSV
• Import the trial balance from a CSV or Excel file (old method)
• Import the trial balance from a CSV or Excel file (new method)
• Import and manage data
• What is Caseware ReviewComp?
• English (Canada)
• Tax year 2025 – CCH import process changes
• What is Caseware DocuFlex?
• What is Caseware DocuFlex CA?
• English (US)
• Generate the Reply URL
• English (US)
• English (International)
• English (US)
• What is Caseware SQM?
• What is Caseware Sherlock?
• Delete files
• Automated extraction
• Extract a table
• Extract text
• Get started - Staff
• Configure optional claims
• Copy the metadata endpoint
• English (US)
• New in Caseware Cloud
• Perform data analysis
• Complete the Fieldwork Optimiser
• Generate a client secret
• Integrate single sign-on with ADFS
• Caseware Tracker
• English (International)
• Customize rounding in the financial statements