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- 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
- Support
- Settings
- Español
- Get started - Firm Administrator
- What's new in Caseware Cloud
- Español
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Frequently asked questions
- Integrate single sign-on
- Add additional Fieldwork Worksheets
- Complete the plans and procedures worksheets
- What is Caseware Audit International?
- Add a firm logo and letterhead
- Set up the print options for a letter or memo
- Role permissions
- English (US)
- Define a document's sign-off scheme
- Modify sign-off schemes
- Check staff workload
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