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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
Recently viewed
  • Troubleshooting
  • List of Cloud Connector functions
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Get started with Cloud Connector
  • Purchase and enable Cloud Connector for your firm
  • Data linkage and real time updates in Cloud Connector
  • Index
  • English (US)
  • Perform assessment of the controls environment
  • Perform risk assessment
  • Communication with Those Charged with Governance (TCWG)
  • Audit strategy
  • Financial statement areas worksheet
  • Register a new app for single sign-on (Entra ID)
  • Test your single sign-on integration
  • Integrate single sign-on with Entra ID
  • Frequently asked questions
  • Integrate single sign-on
  • Frequently asked questions
  • Create custom fields, tags and workflows
  • Assign system-wide security roles
  • Create custom security roles
  • Create custom security roles
  • Built-in roles
  • Manage access for Caseware Cloud apps
  • Get started - Firm Administrator
  • What is OnPoint Audit SLG?
  • Audit strategy
  • Financial statement areas worksheet
  • Assign system-wide security roles
  • Roles and Permissions
  • Caseware ReviewComp
  • What is Caseware ReviewComp?
  • What is Caseware PBC Requests?
  • CasewareCloud Time
  • Get started - Firm Administrator
  • English (US)
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