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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
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  • Customize rounding in the financial statements
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  • Create staff
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  • Create custom groups in tables
  • Copy a table in the financial statements
  • Get started - Staff
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  • Get started - Staff
  • Install Extractly for your firm
  • Sign in with Microsoft single sign-on
  • Change the dynamic table font size
  • Add or remove data links in text sections in the financial statements
  • Add data in the financial statements tables
  • Data linkage and realtime updates in Cloud Connector
  • Access the product settings
  • Activate your Firm Admin account
  • Integrate an engagement file with a Cloud entity
  • Staff rate properties
  • Add and manage users
  • Deploy an Office Add-in using the admin center
  • Entities
  • Home
  • Check system and file history
  • Activities
  • Customize the lockdown settings
  • English (US)
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