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- Report the engagement status to others
- Enable or disable features for all users
- Deny users and groups access to an entity
- Create custom security roles
- Controlling access to Caseware Working Papers files
- Get started with Cloud API
- Understand subledger datasets
- Frequently asked questions
- Upload files to an entity
- Attach documents to an engagement file
- Add new Word and Excel documents
- Permissions
- Firm Monitoring
- Practice and Project Management
- Sherlock US Hybrid Visualizations
- Track staff work during the engagement
- Manage risks and risk assessments
- Understand the trial balance dataset
- Planning
- Review and complete the work programs
- Assess financial statement risks
- Add assertions in procedures
- Document the audit response to assessed risks
- Modify and review controls
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