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- request an invite
- Differences between SmartSync and non-SmartSync
- Migrate large data sets (over 50 files)
- File Preparation
- Complete the engagement setup procedures
- Planning
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file (new method)
- Data Import
- Create an externally consolidated engagement
- Create a consolidation engagement
- What is Caseware Cloud Engagements?
- What is Caseware Cloud?
- Rename, delete or replace files
- Files
- Provide the summary of misstatements
- Completion
- Generate a sample from Analytics Hub
- Sample selection
- View analytic test results for checklists
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