Practice Management

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• Set up trial balance with dimensions
• Enable access to Caseware AiDA
• Financial statement areas worksheet
• Risk Assessment
• Index
• Edit the OnPoint Audit SLG engagement letter
• Add dimension values in individual input cells in dynamic tables
• Dataset types described
• Date format
• Set up and import a trial balance containing dimensions
• English (US)
• https://portal.cpa.com/aa/onpoint-pcr
• What is OnPoint PCR?
• Create client entities
• Manage the firm template
• Export all data
• Entities
• Insert data using the Cloud Connector pane
• Manage your firm account in MyCaseware
• Insert data using MS Excel formula bar with Cloud Connector
• Filter dimension balances in Cloud Connector
• What's new - Caseware Taxflow Winter 2025
• English (US)
• English (US)
• What's New
• What's New
• Release updates
• Release updates
• English (US)
• What's new - Caseware Taxflow Fall 2025
• English (US)
• What's new - Caseware Taxflow Winter 2024
• Generate client credentials (Okta)
• Sharing files and activities
• Excel file requirements
• Files
• https://portal.cpa.com/aa/onpoint-ebp
• Possible associations
• Create entity associations
• Configure firm settings
• Assign system-wide security roles
• Create custom security roles
• Roles and Permissions
• Built-in roles
• Español
• Import a trial balance for an internal subsidiary
• Terms of Use
• Create firm-managed knowledge bases
• my.caseware.com
• Create a private entity
• Is my data backed up?
• Maintenance
• Dashboards and Tracking
• Activities
• Differences between SmartSync and non-SmartSync
• Integrate Working Papers with Caseware Cloud
• Integrate Working Papers with Caseware Cloud
• What is OnPoint Audit?
• Generate the Reply URL
• (Optional) Manage authorization servers
• over the threshold
• Copy the metadata URI
• Generate client credentials
• Create a new app integration
• Single Sign-On
• Integrate single sign-on with Okta
• Generate the Reply URL