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- Submit time entries
- Automate time entries based on time in a file
- Review and modify the checklist default settings
- Add custom groups, cycles or areas to the analysis tables
- Fall 2025 release
- Activate your Firm Admin account
- Get started - Firm Administrator
- English (US)
- Import the client's data from a CSV or Excel file
- Import the client's data
- English (US)
- Perform risk assessment
- New in Caseware Extractly
- Index
- Create a new engagement based on an existing file
- OnPoint Audit
- Perform risk assessment
- Risk Assessment
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Get started with Caseware Cloud Connector
- Integration
- Migration
- Get Started
- Check staff workload
- Manage risks and risk assessments
- Assign system-wide security roles
- English (US)
- English (US)
- Review and send the engagement letter
- To configure the Batch Tool: Step 3
- Create (or import) any required entities
- Create a consolidation engagement
- Create an externally consolidated engagement
- Français (Canada)
- Autorisations pour les associations
- Créer des associations d'entités
- Partage d'association
- Définir la signification
- Import a new trial balance
- Import trial balance from an engagement
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