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- Accounting estimates
- Perform fieldwork
- Financial statement areas worksheet
- New SLG forms
- Send initial client queries
- Release updates
- Known issues
- Get started with the integrated apps portal (Microsoft)
- Get started with Caseware Cloud Connector
- What is Caseware Cloud Connector?
- https://portal.cpa.com/aa/onpoint-pcr
- What's New
- Sign off on the trial balance and adjustments
- Understand the trial balance dataset
- Import trial balance from an engagement
- Import the client's data
- 35.0
- Manage the firm template.
- Deprecated features
- my.caseware.com
- Assign authorized staff to use single sign-on (Entra ID)
- Generate the Reply URL (Entra ID)
- Configure optional claims (Entra ID)
- Copy the metadata endpoint (Entra ID)
- Generate a client secret (Entra ID)
- Reopen a query
- Send the query to contacts
- Update after a version release.
- Add areas
- Financial Statements
- What is Caseware Sherlock?
- English (Canada)
- English (US)
- Staff-Client collaboration workflow
- Caseware AiDA FAQ
- What's new - Caseware Taxflow Winter 2025
- Release updates
- New in Caseware Taxflow
- DAS procedure integration
- New in Caseware Sherlock
- English (US)
- View licenses and downloads for Caseware Desktop products
- Cloud Engagements 2025-07
- Cloud Engagements 2025-06
- Cloud Engagements 2025-05
- Cloud Engagements 2025-04
- Support
- Settings
- Español
- Get started - Firm Administrator
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