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- Frequently asked questions
- Upload files to an entity
- Attach documents to an engagement file
- Add new Word and Excel documents
- System requirements
- Add or edit a calculation in table cells in the financial statements
- Import data from online accounting software
- Edit table columns in the financial statements
- Supported third-party accounting packages
- Import from Sage desktop
- Customize font sizes and spacing in the financial statements
- Content Management
- Supported third-party desktop accounting software
- MyCaseware
- Import from QuickBooks desktop
- Customize the consolidation options in table columns
- Customize numbered headings in the financial statements
- Exclude rows from a custom group total
- Customize text in the financial statements
- Presentation and Formatting
- Files
- Maintenance
- Firm settings - Customization
- Settings
- Dashboards and Tracking
- Assign financial groups to areas
- Dynamic account reassignment in the Data page
- Communication with Those Charged with Governance (TCWG)
- Caseware AiDA FAQ
- Get started with Caseware AiDA
- Create firm-managed knowledge bases
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No thanks, I just want the file.