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- Import from QuickBooks desktop (Export from QB)
- Define materiality
- Supported third-party desktop accounting software
- Create business units (Firm Settings)
- Caseware Cloud Service Level Agreement
- Engagement level permissions for more granular control
- Built-in roles
- Roles and Permissions
- Manage client relationships
- Content Management
- Index
- Add custom calculations in text sections
- Add areas
- Customize text in the financial statements
- Assess financial statement risks
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