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- Carry forward an engagement
- Manage the engagement documents
- Create a new engagement based on an existing file
- Manage the firm template
- Get started - Firm Author
- Get started - Firm Administrator
- What's New
- Get Started
- Implement fund reporting
- Manage access for Caseware Cloud apps
- Get started - Firm Administrator
- What is OnPoint Audit SLG?
- Audit strategy
- Perform risk assessment
- Controls report
- Risk Assessment
- https://portal.cpa.com/aa/onpoint-pcr
- Start the engagement
- Planning
- English (US)
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