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Caseware Accomplish

What is Caseware Accomplish?

What's New

  • New in Caseware Accomplish

  • Release updates

  • Known issues

Release History

  • Caseware Accomplish Spring 2021

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Job Management

  • Assign or reassign jobs

  • Track staff work

  • View and manage job details

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In this article
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  • Set up and import a trial balance containing dimensions
  • Import the client's data from a CSV or Excel file
  • Get started - Firm Administrator
  • New in Caseware Cloud
  • Hybrid Cloud
  • Create a query document
  • Before purchasing a Caseware Cloud license
  • Description of staff roles
  • Start the engagement
  • Import from QuickBooks desktop
  • Import from a desktop accounting software using Cloud Import Utility
  • Import client's data
  • Planning
  • Add dimensions
  • Get started - Staff
  • Get started - Firm Administrator
  • New in OnPoint Audit
  • What is OnPoint Audit?
  • Index
  • English (US)
  • New in Caseware Audit
  • Get started with Caseware AiDA
  • What is Caseware Audit?
  • New in AiDA
  • What is Caseware AiDA?
  • Create firm-managed knowledge bases
  • Get started - Contact
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