Caseware Audit

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• Test your single sign-on integration (ADFS, Entra ID)
• Working Papers is integrated with your Cloud site
• Assign API permissions (Entra ID)
• List of Cloud Connector functions
• Troubleshooting
• Activate your Firm Admin account
• Enable access to Caseware AiDA
• Caseware AiDA FAQ
• Roles and Permissions
• Get started with Caseware AiDA
• Prepare the financial statements
• https://portal.cpa.com/aa/onpoint-ebp
• What is OnPoint EBP?
• English (US)
• English (US)
• Built-in roles
• Generate a sample using the Manual method
• Sample selection
• Group audit overview
• Install Extractly for your firm
• Get started – Staff
• View and share financial statements
• View guidance information in the financial statements
• Create a note in the financial statements
• Settings
• Maintenance
• Assign authorized staff to use single sign-on
• Assign authorized staff to use single sign-on (Entra ID)
• Intégrer un fichier de mission à une entité Cloud
• Generate the Reply URL (Entra ID)
• copied to a text document previously
• Configure optional claims (Entra ID)
• What is OnPoint PCR?
• New in OnPoint Audit
• What is OnPoint Audit?
• English (US)
• Creating an account.
• Copy the metadata endpoint (Entra ID)
• Insert data using MS Excel formula bar with Cloud Connector
• Deploy add-ins in the admin center
• Get started with Cloud Connector
• Understand the general ledger dataset
• 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
• What is Caseware ReviewComp?
• English (Canada)
• Tax year 2025 – CCH import process changes
• What is Caseware DocuFlex?
• What is Caseware DocuFlex CA?
• English (US)
• Generate the Reply URL
• English (US)
• English (International)
• English (US)
• What is Caseware SQM?
• What is Caseware Sherlock?
• Delete files
• Automated extraction