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In this article
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- Data match
- What is Caseware Extractly?
- Manage Files
- Data Extraction
- Date format
- Import the client's transactions and other subledger data from a CSV or Excel file
- Manage your imported data
- planning balances
- English (US)
- English (US)
- Staff-Client collaboration workflow
- Built-in roles
- Manage access for Caseware Cloud apps
- Assign or reassign work
- Get started - Staff
- Get started - Firm Administrator
- Get started with Cloud Connector
- Get started - Firm Administrator
- Get started - firm authors
- Tax group assignment
- Tax-only engagement support
- OnPoint Audit
- Perform risk assessment
- Caseware Master Product & Services Agreement
- Index
- sample selection
- Group audit overview
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