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- Planning
- Modify and review controls
- https://portal.cpa.com/aa/onpoint-ebp
- Review account analysis in the financial statements
- Add content areas in the financial statements
- English (US)
- Open and edit PDFs locally
- Replace text and field placeholders in the financial statements
- Send initial client queries
- Index
- Discover the Power of Caseware AiDA
- Import the client's data from a CSV or Excel file
- Import trial balance from an engagement
- Import the client's data
- Edit the OnPoint Audit engagement letter
- Enable access to Caseware AiDA
- control
- Controlling access to Caseware Working Papers files
- English (US)
- Assign system-wide security roles
- Edit table rows in the financial statements
- https://portal.cpa.com/aa/onpoint-pcr
- What is OnPoint PCR?
- English (US)
- Files
- Perform risk assessment
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