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- Track staff work during the engagement
- Track the engagement file status
- Track the audit progress with Caseware Q
- Set up dashboards to monitor the audit (Caseware Q)
- Perform risk assessment
- Perform fieldwork
- Import the client's data from a CSV or Excel file
- Import the client's data
- Add annotations
- Manage tasks
- Manage client relationships
- Gadget list (Dashboards)
- Firm settings - Caseware Working Papers
- Firm settings - Engagement File Management
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