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- https://admin.microsoft.com/
- Install Extractly for your firm
- Activate your Firm Admin account
- What is Caseware Extractly?
- Complete review notes (issues)
- Crear personal
- Creating a primary (parent) copy
- Add review notes (issues)
- Sort and filter issues
- Enable access to Caseware AiDA
- Creating an account.
- Send the query to clients
- Start client interaction
- Get started with PBC Requests
- Integrate with Working Papers
- Save and compare financial statements
- Rounding setup recommendations
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