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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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  • Group audit
  • English (US)
  • English (US)
  • English (US)
  • English (US)
  • English (Canada)
  • Component auditor workflow
  • Save and compare financial statements
  • Dashboards and Tracking
  • Manage tasks
  • Caseware SQM
  • Create a query document
  • Cloud Engagements 2025-12
  • Create a custom mapping file (.ini)
  • Caseware Support
  • CloudBridge (Canada, Single)
  • English (Canada)
  • group
  • grouping structure
  • Who we are
  • Deploy add-ins in the admin center
  • Rôles de contact
  • Rôles intégrés
  • Dynamic account reassignment in the Data page
  • Group properties
  • Link an account or a group to a note in the financial statements
  • Add data in the financial statements tables
  • Review account analysis in the financial statements
  • Replace text and field placeholders in the financial statements
  • Get started - Staff
  • my.caseware.com
  • Common use cases
  • Download utilities and software updates
  • Change notification settings
  • Create custom groups in tables
  • Manage the engagement documents
  • New in Caseware Audit
  • Deploy an Office Add-in using the admin center
  • https://admin.microsoft.com/
  • What is OnPoint Audit PCAOB?
  • Index
  • Get started - firm authors
  • lockdown settings
  • Transfer individual engagements with CloudBridge
  • Get CloudBridge
  • English (US)
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