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- View licenses and downloads for Caseware Desktop products
- Recover a previous version or deleted file
- Data recovery limitations
- Start the engagement
- Caseware Cloud Service Level Agreement
- Purchase and manage a Caseware Cloud license
- Collect the initial information and documents from the client
- Start an engagement
- Set staff access levels.
- Import the client's data from a CSV or Excel file
- Complete the OnPoint Audit dialog
- Transition guide—OnPoint Audit 2025 template
- New in Caseware Cloud
- English (US)
- English (US)
- English (US)
- Review and send the engagement letter
- Import trial balance from an engagement
- Rearrange areas
- Release updates
- Common use cases
- English (US)
- Engagement Management
- Get Started
- Customize text in the financial statements
- Set up the print options in the financial statements
- Add a header or footer in the financial statements
- Change the display option for table rows
- Set staff rates and work codes
- Set up staff
- Time and Expense
- Reports and Evaluation
- Index
- Support
- Import data from online accounting software
- View the client's general and subledger data
- Accounting software or structured file
- Import the client's data
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