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- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Import the client's data
- Insert data using the Cloud Connector pane
- Import a new trial balance
- Import the client's data from a CSV or Excel file
- Carry forward an engagement
- Start an engagement
- New in Caseware Cloud Engagements
- New in Caseware Cloud
- Create an entity
- Get started - Firm Administrator
- Get started - Staff
- Add and manage users
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No thanks, I just want the file.