Caseware SQM

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• Deploy an Office Add-in using the admin center
• Install Extractly for your firm
• Caseware Academy - North America | Gettting Started with Extractly
• Provide feedback or request support
• Support
• Perform fieldwork
• Fieldwork
• Planning
• Create a custom mapping file (.ini)
• Caseware Support
• CloudBridge (Canada, Single)
• CloudBridge (All regions, Bulk)
• View and manage aggregated analytic test results in Analytics Hub
• Manage analytic tests in the Analytics Hub
• Create firm-managed knowledge bases
• AiDA 2025-10
• What are visibility settings?
• https://portal.cpa.com/aa/onpoint-ebp
• Template setup
• Manage the firm template
• Get started
• Why adopt the 2025 template?
• Index
• English (US)
• Archive and lock down the engagement
• View data for consolidation engagements in the Data page
• Define materiality
• Determine materiality
• Perform risk assessment
• English (US)
• English (US)
• English (US)
• What’s New
• Replace text and field placeholders
• Data linkage and real time updates in Cloud Connector
• Manage your firm account in MyCaseware
• my.caseware.com
• Resources
• Get technical support
• System requirements
• View licenses and downloads for Caseware Desktop products
• Edit table rows in the financial statements
• List of Cloud Connector functions
• Get started with Caseware Cloud Connector
• What is Caseware Cloud Connector?
• Index
• create custom roles
• Unassign accounts from groups
• Assign accounts to groups
• Open and edit PDFs locally
• Get started with Cloud Connector
• Group columns in dynamic tables
• https://portal.cpa.com/aa/onpoint-pcr
• What is OnPoint PCR?
• Create client entities
• Manage the firm template
• Export all data
• Common use cases
• Query syntax in GET requests
• Create client entities
• entity
• Common use cases
• Get started with Cloud API