Caseware Hybrid Cloud

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• New in Caseware Extractly
• What's New
• Sample selection
• Generate a sample using the Monetary Unit method
• Cloud 40.0
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• SE 2024-08 release notes
• Understanding
• Caseware Audit Spring 2025
• New in Caseware Audit
• Tasks
• Purchase an OnPoint Audit PCAOB engagement
• What is OnPoint Audit PCAOB?
• https://admin.microsoft.com/
• Caseware Academy - North America | Gettting Started with Extractly
• What is Caseware Cloud Connector?
• Index
• OnPoint Audit Summer 2025
• New in OnPoint Audit
• English (US)
• Edit an added PDF document
• What's new - Caseware Taxflow Fall 2025
• English (US)
• English (US)
• Define a consolidation hierarchy
• Link a consolidation engagement to another engagement file
• English (US)
• Manage the firm template
• Get started
• Index
• Customize fonts and headings
• Formatting and Display Options
• Set up the print options for a letter or memo
• Deploy an Office Add-in using the admin center
• Install Extractly for your firm
• Add and manage users
• Activate your Firm Admin account
• Get started - Firm Administrator
• What is Caseware Extractly?
• Import from ASCII or Excel
• Get started with central planning
• Caseware Working Papers
• Import the client's data
• Planning
• Troubleshooting
• Get started with Cloud Connector
• What is Caseware Cloud Connector?
• What is Caseware Cloud?
• Access the product settings
• Prepare a CSV or Excel file to import transactions or subledger data
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Firm settings - Engagement File Management
• Organize files by folders and tags
• Import from QuickBooks desktop
• Import the data into your engagement