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- Import data from online accounting software
- Open and edit PDFs locally
- Link a consolidation engagement to another engagement file
- Sync a trial balance across engagements in different Cloud apps
- Import data from online accounting software
- Frequently asked questions
- Creating custom fields for entities
- Training
- Workflow examples
- Dashboards and Tracking
- Caseware Academy - Germany | Getting Started with Extractly
- Deploy an Office Add-in using the admin center
- Automated extraction
- Get started - Firm Administrator
- Get Started
- Manage the firm template
- Built-in roles
- Caseware Support
- Get CloudBridge
- Release History
- Upload files to an entity
- Files
- User roles and permissions
- Configure optional claims (Entra ID)
- Generate the Reply URL (Entra ID)
- Copy the metadata endpoint (Entra ID)
- Generate a client secret (Entra ID)
- Create a private file or activity
- Entity creation
- Entities
- Activities
- Get started - Firm Administrator
- What is Caseware Cloud?
- Cloud Engagements 2025-12
- Cloud Engagements 2026-01
- New in Caseware Cloud Engagements
- What is Caseware Cloud?
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