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• Get started - Firm Administrator
• Home
• What is Caseware Cloud?
• Reimport the trial balance data
• Caseware Support
• English (US)
• Get started - Firm Administrator
• Carry forward an engagement
• Get started with central planning
• Create and set up an engagement file
• Support
• Manage Files
• Data Extraction
• staff
• Complete the engagement setup procedures
• Start the engagement
• https://portal.cpa.com/aa/onpoint-pcr
• Transfer individual engagements with CloudBridge
• Index
• System Requirements
• Transaction details described
• Prepare a CSV or Excel file to import transactions or subledger data
• Import and manage data
• Import the client's transactions and other subledger data from a CSV or Excel file
• sample selection
• New in Caseware Extractly
• What's New
• Sample selection
• Generate a sample using the Monetary Unit method
• Cloud 40.0
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• SE 2024-08 release notes
• Understanding
• Caseware Audit Spring 2025
• New in Caseware Audit
• Tasks
• Purchase an OnPoint Audit PCAOB engagement
• What is OnPoint Audit PCAOB?
• https://admin.microsoft.com/
• Caseware Academy - North America | Gettting Started with Extractly
• What is Caseware Cloud Connector?
• Index
• OnPoint Audit Summer 2025
• New in OnPoint Audit
• English (US)
• Edit an added PDF document
• What's new - Caseware Taxflow Fall 2025
• English (US)
• English (US)
• Define a consolidation hierarchy
• Link a consolidation engagement to another engagement file
• English (US)
• Manage the firm template
• Get started
• Index
• Customize fonts and headings
• Formatting and Display Options