Caseware Accomplish

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• Edit firm-managed knowledge bases
• What is Caseware AiDA?
• Firm settings - Caseware AiDA
• Deploy add-ins in the admin center
• Get started with Caseware Cloud Connector
• Clear the Office cache
• purchased and enabled
• Get started with Cloud Connector
• Accounting estimates
• Perform fieldwork
• Financial statement areas worksheet
• New SLG forms
• Send initial client queries
• Release updates
• Known issues
• Get started with the integrated apps portal (Microsoft)
• Get started with Caseware Cloud Connector
• What is Caseware Cloud Connector?
• https://portal.cpa.com/aa/onpoint-pcr
• What's New
• Sign off on the trial balance and adjustments
• Understand the trial balance dataset
• Import trial balance from an engagement
• Import the client's data
• 35.0
• Manage the firm template.
• Deprecated features
• my.caseware.com
• 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)
• Reopen a query
• Send the query to contacts
• Update after a version release.
• Add areas
• Financial Statements
• What is Caseware Sherlock?
• English (Canada)
• English (US)
• Staff-Client collaboration workflow
• Caseware AiDA FAQ
• What's new - Caseware Taxflow Winter 2025
• Release updates
• New in Caseware Taxflow
• DAS procedure integration
• New in Caseware Sherlock
• English (US)
• View licenses and downloads for Caseware Desktop products
• Cloud Engagements 2025-07
• Cloud Engagements 2025-06
• Cloud Engagements 2025-05
• Cloud Engagements 2025-04