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- Perform risk assessment
- Plan the engagement
- Start an engagement
- Get started - Firm Administrator
- Purchase and enable Cloud Connector for your firm
- Import the client's data from a CSV or Excel file
- Export data from Xero
- Understand the general ledger dataset
- Import data from online accounting software
- Change the display option for table rows
- Activities
- Entities
- financial statement
- Get started - Staff
- Risk Assessment
- Planning
- Get Started
- Permissions
- Add a response type to a procedure
- Known issues
- New in Caseware Audit
- What is Caseware Audit?
- Home
- View the overall engagement status
- Review prepared documents
- Review work programs
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