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- Import the client's data from a CSV or Excel file
- my.caseware.com
- New in Caseware Taxflow
- What's New
- English (US)
- Create client entities
- Entity creation
- Association sharing
- Create a consolidation engagement
- Group audit overview
- View details of accounts and groups in the financial statements
- View guidance information in the financial statements
- Tax adjustments
- Planning
- Tax Preparation
- Modify signoff roles
- Start the engagement
- Engagement Setup
- Index
- Create entity associations
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
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No thanks, I just want the file.