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- Redact information
- Extract a sum
- Extract text
- Manage Files
- Data Extraction
- Get started - Firm Administrator
- Get Started
- What's New
- Run OCR
- Extract a table
- Get CloudBridge
- https://portal.cpa.com/aa/onpoint-pcr
- Create a note in the financial statements
- Date format
- Track the audit progress with Caseware Q
- Manage analytic tests in the Analytics Hub
- Embedded Analytics
- Index
- Firm settings - Engagement File Management
- Settings
- English (US)
- Group audit overview
- English (US)
- English (US)
- Insert data using MS Excel formula bar with Cloud Connector
- Troubleshooting
- View details of accounts and groups in the financial statements
- View guidance information in the financial statements
- Replace text and field placeholders in the financial statements
- English (US)
- Español
- Built-in roles
- English (US)
- Create views for all users
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