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- Perform risk assessment
- Enable access to a Caseware Cloud app
- Define materiality
- Import the client's data from a CSV or Excel file
- Import the client's data
- English (US)
- English (US)
- Reorganize staff and groups
- Get CloudBridge
- Migrate large data sets (over 50 files)
- Migration
- Index
- Assign system-wide security roles
- Caseware Audit
- Plan the engagement
- Create an engagement file
- Add a procedure
- Complete the plans and procedures worksheets
- Fieldwork
- Review and complete the work programs
- carry forward
- Complete a checklist
- Document the audit response to assessed risks
- Setup
- Design
- User Setup
- implemented fund reporting
- Start the engagement
- Get started - Staff
- New in Caseware DocuFlex Enterprise
- Embed a PDF in the financial statements
- Customize font sizes and spacing in the financial statements
- Delete content in the financial statements
- https://portal.cpa.com/aa/onpoint-pcr
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No thanks, I just want the file.