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- Get started with Caseware Cloud Connector
- https://portal.cpa.com/aa/onpoint-pcr
- What is OnPoint PCR?
- Create client entities
- Manage the firm template
- Export all data
- Get started - Contacts
- Get started - Staff
- Get started - Firm Administrator
- What is OnPoint Audit SLG?
- What is OnPoint Audit SLG?
- English (US)
- English (Canada)
- New in Caseware Taxflow
- English (US)
- New in OnPoint Audit
- Caseware Taxflow Winter 2024
- Cloud Engagements 2024-12
- New in Caseware Cloud
- Add a page break
- Customize the consolidation options in table columns
- Presentation and Formatting
- Add cell references in dynamic tables
- Manage analytic tests in the Analytics Hub
- Query syntax in GET requests
- Common use cases
- Get started with Cloud API
- Create an engagement file for the next period (roll forward)
- What is Caseware Cloud Connector?
- Create a Caseware Cloud engagement using Caseware Working Papers
- Abandon sync copies
- Manage sync copies
- Training
- Add content areas in the financial statements
- Add an analysis section in the financial statements
- Add areas
- Content Management
- Grant users and groups access to entities
- Checklists
- Import the client's data from a CSV or Excel file
- Import the client's data from a CSV or Excel file
- Import the client's data
- Built-in roles
- English (US)
- Enable access to Caseware AiDA
- Financial statement areas worksheet
- Risk Assessment
- Index
- Edit the OnPoint Audit SLG engagement letter
- Planning
- Controlling access to Caseware Working Papers files
- Sample Caseware Cloud security framework
- Deny users and groups access to an entity
- Create a private entity
- Caseware Cloud security architecture
- English (US)
- Customize fonts and headings
- English (US)
- Consolidation setup
- Engagement Setup
- Roles and Permissions (Security)
- Get started - Staff
- Staff
- Firm Author
- Activities
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