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- Set up and import a trial balance containing dimensions
- Set deadlines and budgets for a new engagement
- Assign API permissions (Entra ID)
- Complete a checklist
- Carry forward an engagement
- Create an engagement for an interim period
- Review the prior year's engagement
- Manage the engagement documents
- Create a new engagement based on an existing file
- Frequently asked questions
- Create a new application group (ADFS)
- Integrate single sign-on
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- New in Caseware Cloud
- Cloud Engagements 2025-07
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- Get started - Firm Administrator
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