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- View queries (the Query dashboard)
- Staff-Client collaboration workflow
- Caseware Support
- Set up the Notes Library
- Edit notes in the financial statements
- Customize the financial statements content
- Import the client's data from a CSV or Excel file
- Import and manage data
- Content Management
- Presentation and Formatting
- View the client's transactions
- Import the client's data
- Collect the initial information and documents from the client
- Caseware Working Papers
- Import the client's data
- Copy the metadata endpoint (Entra ID)
- Generate a client secret (Entra ID)
- Register a new app for single sign-on (Entra ID)
- Integrate single sign-on
- Generate a client secret
- Register a new app for single sign-on
- Assign authorized staff to use single sign-on
- Integrate single sign-on with Entra ID (formerly Azure AD)
- CasewareCloud Time
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