Caseware SQM

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• What is Caseware SQM?
• https://portal.cpa.com/aa/onpoint-ebp
• Edit notes in the financial statements
• Customize numbered headings in the financial statements
• Add, change or remove note references
• Financial Statements
• Review the prior year's engagement
• Create placeholders in the engagement file
• Create an engagement file for the next period (roll forward)
• What is Caseware Hybrid Cloud?
• Data recovery limitations
• Create a custom mapping file (.ini)
• Caseware Support
• CloudBridge (Canada, Single)
• CloudBridge (All regions, Bulk)
• Understand the trial balance dataset
• synced trial balance
• account
• Integrate Working Papers with Queries
• Integrate Working Papers with Caseware Cloud
• Caseware Working Papers
• Get started with Caseware AiDA
• New in AiDA
• Create client entities
• What's New
• Cloud Engagements 2025-12
• New in Caseware Cloud
• Print the financial statements
• restored from the Recycle Bin
• Migrate large data sets (over 50 files)
• Manage access for Caseware Cloud apps
• Collect the initial information and documents from the client
• Add content areas in the financial statements
• Review work programs and checklists using Review Tools
• Document the audit response to assessed risks
• Add identified risks
• Create and set up an engagement file
• Support
• MyCaseware
• Association sharing
• Entities
• Create custom security roles
• Manage the firm template
• Export all data
• English (US)
• User roles and permissions
• Release updates
• Differences between SmartSync and non-SmartSync
• Index
• Request a review and signoff
• What's New
• Generate a client secret
• Register a new app for single sign-on
• Integrate single sign-on with Entra ID (formerly Azure AD)
• What is Caseware Hybrid Cloud?
• English (US)
• Get CloudBridge
• Transfer engagements in bulk with CloudBridge
• English (US)
• Get started - Staff