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• ►Date format
• Assign authorized staff to use single sign-on (Entra ID)
• Generate the Reply URL (Entra ID)
• Configure optional claims (Entra ID)
• Copy the metadata endpoint (Entra ID)
• Generate a client secret (Entra ID)
• Import from QuickBooks desktop
• Manage access for Caseware Cloud apps
• Get started - Firm Administrator
• View licenses and downloads for Caseware Desktop products
• Purchase and manage a Caseware Cloud license
• Manage your firm account in MyCaseware
• Assign accounts to groups
• Excel or CSV
• Import the client's data
• Start the engagement
• Insert data using the Cloud Connector pane
• Sync a trial balance across engagements in different Cloud apps
• Reimport the trial balance data
• Import the trial balance from an engagement file
• Setup
• Frequently asked questions
• Deprecated features
• Get started - firm authors
• Home
• New in Caseware Cloud
• Cloud 36.0
• Cloud 37.0
• Insert data using the Cloud Connector pane
• Data linkage and real time updates in Cloud Connector
• Get CloudBridge
• Release updates
• New in Caseware Audit
• Import from working papers software
• Import the client's data
• Planning
• Get Started
• Index
• Entities
• What is OnPoint PCR?
• Built-in roles
• Built-in roles.
• Create staff or contact groups
• Cloud Engagements 2025-12
• New in Caseware Cloud
• What's new in Caseware Cloud
• Deploy add-ins in the admin center
• Get started with Cloud Connector
• Purchase and enable Cloud Connector for your firm