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- Date format
- Import the client's transactions and other subledger data from a CSV or Excel file
- Manage your imported data
- Caseware Master Product & Services Agreement
- planning balances
- Firm settings - Integration
- Install Extractly for your firm
- Troubleshooting
- Document the audit response to assessed risks
- Automated extraction
- Data Extraction
- Index
- Edit table columns in the financial statements
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Customize financial groups
- content
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