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- Insert data using MS Excel formula bar with Cloud Connector
- Perform assessment of the controls environment
- Controls report
- Planning
- Risk Assessment
- Differences between SmartSync and non-SmartSync
- Caseware Cloud security architecture
- Integrate Working Papers with Caseware Cloud
- Manage access for Caseware Cloud apps
- Import from working papers software
- Create an externally consolidated engagement
- Create a consolidation engagement
- English (US)
- https://portal.cpa.com/aa/onpoint-pcr
- What is OnPoint Audit?
- Create or upload a document
- Home
- Manage the engagement documents
- What's new in Caseware Cloud Engagements
- What is Caseware Cloud Engagements?
- General troubleshooting
- Troubleshooting
- Launch Extractly
- Discover the Power of Caseware AiDA
- Edit notes in the financial statements
- Firm settings - Engagement File Management
- Recovering folders and files from the Recycle Bin
- Organize files by folders and tags
- Customize the title of the notes section in the financial statements
- Customize numbered headings in the financial statements
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