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- Review the prior year's engagement
- Create placeholders in the engagement file
- Create an engagement file for the next period (roll forward)
- English (US)
- English (US)
- Import the client's data from a CSV or Excel file
- Import the client's data
- English (US)
- Activate your Firm Admin account
- Get started - Firm Administrator
- Get Started
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- Caseware Academy - North America | Gettting Started with Extractly
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- Manage sync copies
- What is Caseware Hybrid Cloud?
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- Customize the lockdown settings
- Create entity associations
- Manage the firm template
- Get started - Firm Author
- Get started - Firm Administrator
- Get started - Staff
- Change the dynamic table font size
- Add a firm logo and letterhead
- Customize the financial statement settings
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