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- Define materiality
- Collect the initial information and documents from the client
- Perform the acceptance and continuance
- Plan the engagement
- What's new - Caseware Taxflow Winter 2025
- Excel or CSV
- Import the client's data
- Manage the firm template
- Deploy add-ins in the admin center
- Perform data analysis in OnPoint PCR
- https://portal.cpa.com/aa/onpoint-pcr
- Prepare the financial statements
- Customize analytic tests
- Dynamic account reassignment in the Data page
- Understand the trial balance dataset
- Sign off on the trial balance and adjustments
- Assess General Ledger Completeness
- Add identified controls
- Leadsheets
- request an invite
- Migrate large data sets (over 50 files)
- What is Caseware Hybrid Cloud?
- English (Canada)
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