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• Get started with Cloud Connector
• Reopen a query
• Respond to a query
• Send the query to contacts
• Start the engagement
• Add custom calculations in text sections
• Add a custom group row
• Perform assessment of the controls environment
• Perform risk assessment
• Risk Assessment
• Get started - firm authors
• Tax group assignment
• Tax-only engagement support
• English (US)
• Perform the acceptance and continuance
• List of Cloud Connector functions
• Insert data using MS Excel formula dialog with Cloud Connector
• Data linkage and real time updates in Cloud Connector
• Insert data using MS Excel formula bar with Cloud Connector
• Dynamic account reassignment in the Data page
• Get started - Firm Administrator
• Caseware ReviewComp Spring 2025
• What is Caseware ReviewComp?
• Controlling access to Caseware Working Papers files
• Firm settings - Caseware Working Papers
• Settings
• Firm settings - Engagement File Management
• Assign system-wide security roles
• Grant users and groups access to entities
• Assign system-wide security roles
• Roles and Permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL
• Configure optional claims
• Copy the metadata endpoint
• Generate a client secret
• Define a document's sign-off scheme
• Complete the Fieldwork Optimiser
• Analysis graphs in financial statements
• Tracking WIP in Cloud
• Get started with Caseware AiDA
• User Settings
• Settings
• Dashboards
• Files
• Create client entities
• Roles and Permissions (Security)
• Activities
• Entities
• https://portal.cpa.com/aa/onpoint-pcr
• Create an account for staff or contacts
• Staff and Contacts
• Create a private entity
• English (US)
• Get started – Staff
• Get started - Firm Administrator
• Get Started
• What's New
• Caseware Academy - North America | Getting Started with Extractly
• English (US)
• English (US)
• What is Caseware Cloud?
• Caseware Cloud Service Level Agreement
• Integrate Working Papers with Caseware Cloud
• Engagement Management
• Index
• New in Caseware Accomplish