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- Purchase and manage a Caseware Cloud license
- Add an analysis section in the financial statements
- Prepare the transactions CSV file
- Subledger datasets described
- Understand subledger datasets
- Understand the general ledger dataset
- Completion
- Partner and manager summary
- Wrap up the engagement
- Cloud 38.0
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- Cloud 40.0
- Cloud Engagements 2025-10
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