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- Carry forward new documents
- Carry forward an engagement
- Organize internal entities
- Create client entities
- New in Caseware Audit
- New in Caseware Cloud Engagements
- New in Caseware Cloud
- Define materiality
- Get started with central planning
- Link an account or a group to a note in the financial statements
- Add review notes to a client entity
- Upload files to an entity
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- Import and manage data
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