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- Customize financial groups
- Customize the financial statements layout
- Import and manage data
- Common use cases
- Activities
- Add areas
- Get started - Firm Administrator
- Test configurations
- New in Caseware Audit
- What is Caseware Audit?
- Index
- English (US)
- Index
- Export data from Quickbooks
- English (US)
- Customize text in the financial statements
- Add a page break in the financial statements
- Perform risk assessment
- Common use cases
- review the details of these roles
- Assign system-wide security roles
- Index
- Permissions
- Role Permissions
- Export data from Xero
- https://portal.cpa.com/aa/onpoint-ebp
- What is OnPoint EBP?
- English (US)
- Import the client's data from a CSV or Excel file
- Tax group assignment
- Tax groups
- Planning
- Engagement Setup
- Set up the Notes Library
- Financial Statements
- Letters and Memos
- Training
- Workflow examples
- Entities
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