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New in Caseware Cloud Engagements 2026-10
New in Caseware Cloud Engagements 2026-10
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Caseware Cloud
Caseware Cloud
Engagements
Engagements
12 articles across 4 sections.
Planning
1 articles
Copy risks, controls or checklists from other engagements
Risk Assessment
3 articles
Navigate the Risks and Controls page
Manage risks and risk assessments
Manage controls and the Controls report
File Preparation
5 articles
Sync a trial balance across engagements in different Cloud apps
Import from QuickBooks desktop
Import the trial balance from a CSV or Excel file
Self-manage backups
Self-manage backups feature limitations and workarounds
Template and Authoring
3 articles
Embed a PDF in the financial statements
Rounding setup recommendations
Suppress content in the template
