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- Get started - Firm Administrator
- Get started - Firm Administrator
- Index
- Documents page
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's transactions and other subledger data from a CSV or Excel file
- New in Caseware Cloud
- Get started - Firm Administrator
- Roles and Permissions (Security)
- Index
- Index
- Get started - Staff
- What is OnPoint Audit?
- Share files with users or groups
- Get started - Firm Administrator
- Parent group
- Group properties
- Define signoff roles
- Index
- Get started - Firm Administrator
- Get started - firm authors
- Get started
- Index
- Manage access for Caseware Cloud apps
- purchased and enabled
- Get started - Staff
- Index
- Get started - Firm Administrator
- Assign system-wide security roles
- Built-in roles
- Certifications
- Training
- Create firm-managed knowledge bases
- New in Caseware ReviewComp
- 传输参与数据
- Manage the firm template
- Letters and Memos
- Template setup
- Share files with users or groups
- Activities
- Index
- Get started - Staff
- Get started - Firm Administrator
- New in PEG Audit
- Index
- Get started - Firm Administrator
- New in Caseware DocuFlex OAG
- Caseware DocuFlex OAG - Spring 2025
- Caseware DocuFlex OAG - Market Release
- Tax deprecation FAQs
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- English (Canada)
- Cloud Engagements 2025-12
- English (US)
- Create client entities
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