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- Replace text and field placeholders in the financial statements
- Get started with central planning
- Translate the financial statements
- View guidance information in the financial statements
- Download files
- Attach documents to an engagement file
- View account analysis in checklists
- English (US)
- Add a group or a subgroup
- Add a checklist
- Add guidance information for staff members
- Firm settings - Caseware Working Papers Backups
- Complete a checklist.
- Attach documents to an engagement file
- Upload
- Get started - Contact
- Locate the documents provided by clients
- Access the product settings
- Add areas
- Firm settings - Caseware Working Papers
- English (US)
- English (US)
- Learn how to get started with Sherlock Builder
- What is Caseware Sherlock?
- English (US)
- Fieldwork
- Add an analysis section in the financial statements
- Add a financial statement area
- Content Management
- Presentation and Formatting
- English (US)
- English (US)
- English (US)
- What's new - Caseware Taxflow Winter 2025
- Release updates
- Release History
- What's New
- Import the client's data from a CSV or Excel file
- Import the client's data
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