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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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  • Insert data using MS Excel formula bar with Cloud Connector
  • List of Cloud Connector functions
  • https://portal.cpa.com/aa/das
  • What is OnPoint DAS?
  • Get started with Cloud Connector
  • What is Caseware Cloud Connector?
  • Troubleshooting
  • Test your single sign-on integration (ADFS, Entra ID)
  • Register a new app for single sign-on (Entra ID)
  • Assign API permissions (Entra ID)
  • Assign authorized staff to use single sign-on (Entra ID)
  • Generate a client secret
  • What happens after you import the list.
  • Add or edit a calculation in table cells in the financial statements
  • Add a financial statement area
  • Add a header or footer in the financial statements
  • Set staff access levels.
  • my.caseware.com
  • Dashboards and Tracking
  • Activities
  • Files
  • AiDA 2025-10
  • New in AiDA
  • Add visibility settings in checklists
  • English (US)
  • Group audit
  • New in OnPoint Audit
  • Caseware Audit Spring 2025
  • Release History
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