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- Staff-Client collaboration workflow
- Add dynamic text.
- Review work programs
- New in Caseware ReviewComp
- Enable or disable features for all users
- MyCaseware
- Import from QuickBooks desktop
- Import data from online accounting software
- Supported third-party desktop accounting software
- Prepare the transactions CSV file
- Import the client's data from a CSV or Excel file
- Manage access for Caseware Cloud apps
- Sample Caseware Cloud security framework
- Built-in roles
- View account analysis in checklists
- Assign accounts to groups
- Dynamic account reassignment in the Data page
- Assign financial groups to areas
- Firm settings - Caseware Working Papers Backups
- Index
- Get started with Caseware Cloud Connector
- What is Caseware Cloud Connector?
- Deploy add-ins in the admin center
- Start the engagement
- Track WIP in Caseware Cloud
- What is CasewareCloud Time?
- Tax export codes
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Add content areas in the financial statements
- Add a financial statement area
- Review and modify the checklist default settings
- Add assertions in procedures
- Document the audit response to assessed risks
- Import from Sage desktop
- New in Caseware Cloud
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