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- Manage the firm template
- Tax group assignment
- Tax-only engagement support
- Upload files to an entity
- Change personal preferences
- Get started - Staff
- List of Cloud Connector functions
- What is Caseware Cloud Connector?
- English (US)
- Customize the lockdown settings
- Assign accounts to groups
- Set up and import a trial balance containing dimensions
- Add dimensions
- English (US)
- Import the client's data from a CSV or Excel file
- English (US)
- Perform risk assessment
- English (US)
- Best practices
- Import the client's data
- English (US)
- Request a review and signoff
- Customize analytic tests
- Link analytic tests to a checklist procedure
- Manage analytic tests in the Analytics Hub
- Generate an attribute sample from an analytic test
- View and manage aggregated analytic test results in Analytics Hub
- View analytic test results for checklists
- Define a consolidation hierarchy
- Internal consolidation in embedded analytics
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