Caseware Accomplish

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• Integrate single sign-on with Entra ID
• Cloud Engagements 2025-11
• What is Caseware Cloud Engagements?
• Cloud 40.0
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• SE 2024-08 release notes
• List of Cloud Connector functions
• List of Cloud Connector functions
• Get started with Cloud Connector
• English (US)
• Copy the metadata endpoint
• Generate a client secret
• Register a new app for single sign-on
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Test your single sign-on integration
• Assign API permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL
• Configure optional claims
• What is OnPoint Audit SLG?
• What is OnPoint DAS?
• English (US)
• What is Caseware ReviewComp?
• Complete the PBC Request
• Get started - Contact
• Clients respond to the PBC Request
• Collaborate with clients
• English (US)
• Create client entities
• Estimate the migration time
• Migrate engagement files to Cloud
• English (Canada)
• Tax group assignment
• Tax schedules
• English (US)
• Carry forward an engagement
• Start the engagement
• Get started - Staff
• 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
• Create the engagement file
• Purchase and manage a Caseware Cloud license
• Recover a previous version or deleted file
• Rename, delete or replace files
• Transfer engagements in bulk with CloudBridge
• Create a Caseware Cloud engagement using Caseware Working Papers
• Integrate an engagement file with a Cloud entity
• Integrate Working Papers with Caseware Cloud
• Get started - Firm Administrator
• Integrate an engagement file with a Cloud entity
• Save a copy of a document to Cloud
• Link analytic tests to a checklist procedure
• issue
• Sort and filter issues
• Complete review notes (issues)
• Get started - Firm Administrator
• Deny users and groups access to an entity
• Controlling access to Caseware Working Papers files
• Create an account for staff or contacts
• Get started - Staff
• Supported third-party desktop accounting software
• Import from QuickBooks desktop
• Import client's data
• What is Caseware Extractly?
• Controls report
• Dashboard Gadgets
• Prepare a CSV or Excel file to import transactions or subledger data
• Import the client's data from a CSV or Excel file
• Transaction details
• Understand the general ledger dataset
• Import the trial balance from an engagement file
• Add a control
• Perform risk assessment
• Perform assessment of the controls environment