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- Import the client's data from a CSV or Excel file
- Understand the general ledger dataset
- Configure optional claims
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Integrate single sign-on
- Configure optional claims (Entra ID)
- Frequently asked questions
- Updating a linked subsidiary engagement's trial balance
- Measure productivity
- Review engagement costs
- Review engagement costs
- Measure productivity
- Get started - Staff
- Create billing codes for invoices
- Set workdays, standard hours and holidays
- Share a Working Papers SmartSync file on Cloud
- New in Caseware Audit
- Home
- Index
- Activities
- English (Canada)
- English (Canada)
- Nederlands (Nederland)
- Get started with Cloud Connector
- Troubleshooting
- Data linkage and real time updates in Cloud Connector
- Get started with MyCaseware
- Network Author
- Deploy an Office Add-in using the admin center
- English (US)
- Get started - Staff
- Create staff
- Get started - Firm Administrator
- Share a Caseware SmartSync file on Caseware Cloud
- Install Extractly for your firm
- Activate your Firm Admin account
- Link a consolidation engagement to another engagement file
- Manage risks and risk assessments
- Modify and review controls
- Manage risks and risk assessments
- Perform risk assessment
- What is Caseware SQM?
- Component performance materiality for group audit components
- English (US)
- Group audit workflow
- Define materiality
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