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- Modify and review controls
- New in Caseware Cloud
- Add identified controls
- Modify and review risks
- Add identified risks
- Identify preliminary analytical procedures
- Create client entities
- Import the client's data from a CSV or Excel file
- Cloud Engagements 2025-12
- Insert entity and dimension IDs into Excel
- Dynamic totals in dimensions and consolidated views
- Export financial statements and other deliverables to Microsoft Word
- Engagement level permissions for more granular control
- Import the client's data
- Entities
- Install Extractly for your firm
- Add and manage users
- Activate your Firm Admin account
- View and manage job details
- Track staff work
- Request a review and signoff
- Define materiality
- Report the engagement status to others
- Archive and lock down the engagement
- Import the client's data
- Start the engagement
- Caseware Taxflow Winter 2025
- English (US)
- Caseware Working Papers
- Practice and Project Management
- Sherlock US Hybrid Visualizations
- Get started - Staff
- What is Caseware DocuFlex Enterprise?
- Index
- Collect the initial information and documents from the client
- What is Caseware Accomplish?
- Caseware Master Product & Services Agreement
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