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In this article
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- Upload files to an entity
- English (International)
- Create a query document
- English (US)
- Get started - Staff
- Create staff
- Get started - Firm Administrator
- Share a Caseware SmartSync file on Caseware Cloud
- De transacties en andere subgrootboekgegevens van de klant importeren vanuit een CSV- of Excel-bestand
- Transactions par compte
- English (US)
- English (Canada)
- Import from QuickBooks desktop to Caseware ReviewComp
- Import the client's data
- https://portal.cpa.com/aa/onpoint-ebp
- What is OnPoint EBP?
- English (US)
- Set up and import a trial balance containing dimensions
- Excel or CSV
- Import the client's data
- Check system and file history
- Activities
- Transition Guide - OnPoint Audit 2025 template
- Risk Assessment
- Presentation and Formatting
- Content Management
- Manage the firm template
- Index
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