Caseware SQM

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• https://admin.microsoft.com/
• General ledger
• Import the client’s transactions from a CSV
• Import the trial balance from a CSV or Excel file (old method)
• Import the trial balance from a CSV or Excel file (new method)
• Import and manage data
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Frequently asked questions
• Integrate single sign-on
• Support
• Manage access for Caseware Cloud apps
• Purchase and enable Cloud Connector for your firm
• Data linkage and real time updates in Cloud Connector
• Get started with Cloud Connector
• Insert data using MS Excel formula dialog with Cloud Connector
• Plan the engagement
• my.caseware.com
• Purchase and manage a Caseware Cloud license
• Roles and Permissions (Security)
• Before purchasing a Caseware Cloud license
• Track the audit progress with Q
• Dashboards
• MyCaseware
• What is Caseware Cloud?
• Create an account for staff or contacts
• Staff and Contacts
• Tax year 2025 – CCH import process changes
• Create an engagement file for the next period (roll forward)
• Differences between SmartSync and non-SmartSync
• Financial statement areas worksheet
• Accounting estimates
• Fieldwork
• Risk Assessment
• New SLG forms
• Troubleshooting
• What is OnPoint PCR?
• New in OnPoint Audit
• What is OnPoint Audit?
• English (US)
• English (US)
• https://portal.cpa.com/aa/onpoint-pcr
• Create client entities
• Get started - Firm Administrator
• Insert data using the Cloud Connector pane
• Add issues and annotations for each assertion row in risk assessments
• Summary of the customizable risk library template
• Manage the risk library
• Entity creation