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- Get started - Staff
- Set workdays, standard hours and holidays
- Set staff rates and work codes
- Get started - Firm Administrator
- Caseware AnalyticsAI
- View analytic test results for checklists
- Create client entities
- Entities
- Known Issues
- Index
- English (US)
- Release updates
- Implement fund reporting
- implemented fund reporting
- Complete the Allocation overview worksheet
- What is Caseware Taxflow?
- Create a private entity
- New in Caseware ReviewComp
- Transition guide—OnPoint Audit 2025 template
- New OnPoint Audit 2025 template
- Create a consolidation engagement
- Create and assign workflows
- Create billing codes for invoices
- Import the client's data from a CSV or Excel file
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