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- Get started - Firm Administrator
- Get Started
- What's New
- Index
- Get Started
- New in OnPoint Audit
- Winter 2025 changes
- What's New
- Release updates
- Association sharing
- Entity creation
- Entities
- Activate your Firm Admin account
- Known Issues
- Release updates
- What is Caseware Taxflow?
- Get technical support
- Manage the firm template
- Tax group assignment
- Tax schedules
- English (US)
- https://portal.cpa.com/aa/onpoint-pcr
- Carry forward an engagement
- Start the engagement
- Conclude the engagement
- What is OnPoint PCR?
- https://portal.cpa.com/aa/onpoint-ebp
- What is OnPoint EBP?
- What is Caseware Accomplish?
- Built-in roles
- Provide logs upon request by technical support
- Troubleshoot saving Office documents in Cloud engagements
- View analytic test results for checklists
- Add dimensions
- Dimension
- View dimensions on the Data page
- Assign financial groups to areas
- Understand the trial balance dataset
- Install Extractly for your firm
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