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- Review work programs and checklists using Review Tools
- Perform a risk assessment
- Get CloudBridge
- Integrate Working Papers with Caseware Cloud
- Set up CloudBridge
- Extract a table
- Extract text
- Check staff workload
- Entities
- English (US)
- Import trial balance from an engagement
- Clear the Office cache
- Troubleshooting
- Purchase and enable Cloud Connector for your firm
- Import and manage data
- Get started - Staff
- Submit time entries
- Automate time entries based on time in a file
- Review and modify the checklist default settings
- Add custom groups, cycles or areas to the analysis tables
- Fall 2025 release
- Activate your Firm Admin account
- Get started - Firm Administrator
- English (US)
- Import the client's data from a CSV or Excel file
- Import the client's data
- English (US)
- Perform risk assessment
- New in Caseware Extractly
- Index
- Create a new engagement based on an existing file
- OnPoint Audit
- Perform risk assessment
- Risk Assessment
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Get started with Caseware Cloud Connector
- Integration
- Migration
- Get Started
- Check staff workload
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