Caseware Cloud Connector

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• Add and manage users
• Activate your Firm Admin account
• Register a new app for single sign-on (Entra ID)
• Generate a client secret (Entra ID)
• Test your single sign-on integration (ADFS, Entra ID)
• Test your single sign-on integration
• Assign API permissions
• Recover a previous version or deleted file
• Files
• Migrate large data sets (over 50 files)
• Migrate large data sets (over 50 files)
• Generate a client secret
• Register a new app for single sign-on
• Transfer engagements in bulk with CloudBridge
• Import the client's financial data
• Template setup
• Get Started
• Entities
• What are Professional accounting services?
• What is Caseware DocuFlex?
• What is Caseware Cloud Connector?
• English (US)
• English (US)
• Sample selection
• Sample selection.
• Sample size calculation and selection tool
• Audit strategy
• Financial statement areas worksheet
• English (US)
• Define materiality
• Determine materiality
• New in Caseware Cloud
• Import the client's data from a CSV or Excel file
• Understand the general ledger dataset
• Understand the trial balance dataset
• Release updates
• New in Caseware Audit
• Introducing Caseware DocuFlex
• What's New
• Integrate single sign-on with ADFS
• Integrate single sign-on
• Single Sign-On
• Roles and Permissions
• Business Units
• https://admin.microsoft.com/
• General ledger
• Import the client’s transactions from a CSV
• Import the trial balance from a CSV or Excel file (old method)
• Import the trial balance from a CSV or Excel file (new method)
• Import and manage data
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Frequently asked questions
• Integrate single sign-on
• Support
• Manage access for Caseware Cloud apps
• Purchase and enable Cloud Connector for your firm
• Data linkage and real time updates in Cloud Connector
• Get started with Cloud Connector
• Insert data using MS Excel formula dialog with Cloud Connector
• Plan the engagement
• my.caseware.com
• Purchase and manage a Caseware Cloud license
• Roles and Permissions (Security)
• Before purchasing a Caseware Cloud license
• Track the audit progress with Q
• Dashboards
• MyCaseware