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- New in Caseware PBC Requests
- Known issues
- Release updates
- Review progress and responses
- Install Extractly for your firm
- Get started – Staff
- Deploy an Office Add-in using the admin center
- https://admin.microsoft.com/
- Activate your Firm Admin account
- Clients respond to the query
- Send the query to clients
- https://portal.cpa.com/aa/onpoint-pcr
- Prepare the financial statements
- Manage the firm template
- Caseware PBC Requests
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