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- Add content areas in the financial statements
- Add an analysis section in the financial statements
- Add areas
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- Creating a primary (parent) copy
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- Deny users and groups access to an entity
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- What is Caseware DocuFlex Enterprise?
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- Manage the firm template.
- What is OnPoint Audit SLG?
- Differences between SmartSync and non-SmartSync
- Integrate Working Papers with Caseware Cloud
- Transfer individual engagements with CloudBridge
- What is OnPoint Audit?
- What is OnPoint EBP?
- What is OnPoint DAS?
- https://portal.cpa.com/aa/das
- View data for consolidation engagements in the Data page
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- List of Cloud Connector functions
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- Firm Author
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- Import from Sage desktop
- Customize financial groups
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- Import the client's data from a CSV or Excel file
- Import the client's data
- Create a Caseware PBC engagement file
- What is Caseware Cloud Connector?
- Group columns in dynamic tables
- Get started - Staff
- Get Started
- Rename content areas in financial statements
- Edit table columns in the financial statements
- Add or edit a calculation in table cells in the financial statements
- Rename content areas in financial statements
- Customize the financial statements content
- Add cell references in dynamic tables
- Review the prior year's engagement
- Create placeholders in the engagement file
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