Caseware ReviewComp

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• Collect the initial information and documents from the client
• Get started with Caseware SQM
• Get Started
• Index
• User roles and permissions
• Index
• Post tax adjustments
• Report the engagement status to others
• Deploy an Office Add-in using the admin center
• Assess financial statement risks
• Add identified risks
• Add identified controls
• Add custom form worksheets
• View analytic test results for checklists
• Import data from online accounting software
• Customize numbered headings in the financial statements
• Edit notes in the financial statements
• Firm settings - Engagement File Management
• Recovering folders and files from the Recycle Bin
• Organize files by folders and tags
• Integrate single sign-on with Entra ID
• Generate the Reply URL (Entra ID)
• Test your single sign-on integration (ADFS, Entra ID)
• Clear the Office cache
• Troubleshooting
• What is Caseware Cloud Connector?
• Index
• Known issues
• https://admin.microsoft.com/
• Why am I receiving an error message?
• Test your single sign-on integration
• Assign API permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL
• Activate your Firm Admin account
• Get started - Staff
• What is Caseware Extractly?
• Edit table descriptions in the financial statements
• Launch Extractly
• Generate a client secret (Entra ID)