Caseware SQM

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• importing the client’s data
• Grant users and groups access to entities
• Controlling access to Caseware Working Papers files
• List of Cloud Connector functions
• Open and edit PDFs locally
• Entities
• Files
• English (US)
• View licenses and downloads for Caseware Desktop products
• English (US)
• Import the client's data from a CSV or Excel file
• Import the client's data
• Reopen a query
• Respond to a query
• Insert data using MS Excel formula dialog with Cloud Connector
• Insert data using the Cloud Connector pane
• Purchase and enable Cloud Connector for your firm
• Fieldwork
• Risk Assessment
• Planning
• Get Started
• Carry forward an engagement
• Start the engagement
• Conclude the engagement
• What is OnPoint PCR?
• Tax-only engagement support
• What's new - Caseware Taxflow Fall 2025
• Release updates
• Firm settings - Integration
• Manage the firm template
• Manage the firm template
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Integrate single sign-on
• Integrate single sign-on with ADFS
• Get started - Staff
• What is Caseware DocuFlex Enterprise?
• Index
• Group audit
• Rounding setup recommendations
• Creating tags
• What is Caseware DocuFlex OAG?
• Introducing Caseware DocuFlex
• What's New
• Assign financial groups to areas
• Get started with Cloud Connector
• Create an account for staff or contacts
• Bulk create user accounts
• Create staff or contact groups
• Users and Groups
• New in Caseware Audit
• Caseware Support
• Get CloudBridge
• Release History
• Release updates
• What's New
• What is Caseware Audit?
• Caseware Academy - North America | Gettting Started with Extractly
• Get started - Staff
• Get started - Firm Administrator