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- https://portal.cpa.com/aa/onpoint-pcr
- Generate a client secret
- dimensions are created in your engagement
- Get started - Staff
- Import the client's data from a CSV or Excel file
- Mandatory fields for importing transactions
- Manage the firm template
- Create an account for staff or contacts
- Enable access to a Caseware Cloud app
- Get started with the integrated apps portal (Microsoft)
- What's new - Caseware Taxflow Winter 2025
- Caseware Taxflow Fall 2025
- Known Issues
- Release updates
- What is Caseware Taxflow?
- Set up and import a trial balance containing dimensions
- Work with dimension columns
- Excel or CSV
- Import the client's data
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