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• Start the engagement
• Create custom groups in tables
• Add or remove placeholders in text sections in the financial statements
• Add or edit a calculation in table cells in the financial statements
• Fall 2025 release
• Planning
• Transfer individual engagements with CloudBridge
• Get Started
• Generate an attribute sample from an analytic test
• Index
• Import the client’s transactions from a CSV
• import a new trial balance
• Add an account or a group in the Data page
• Accounting estimates
• Get started with Caseware Cloud Connector
• What is Caseware Cloud Connector?
• Deploy add-ins in the admin center
• Insert data using MS Excel formula bar with Cloud Connector
• Get started with the integrated apps portal (Microsoft)
• Built-in roles
• Assign system-wide security roles