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- Work with Review Tools
- What is Caseware AiDA?
- Assign financial groups to areas
- Review group and account balances in the financial statements
- Add an account or a group in the Data page
- Review and publish
- Manage your firm account in MyCaseware
- Manage your MyCaseware profile
- Get started with MyCaseware
- English (US)
- Index
- Get started with Caseware SQM
- User roles and permissions
- Responsibilities
- Objectives
- Get started with the integrated apps portal (Microsoft)
- Manage the firm template
- Set up the Notes Library
- Change the dynamic table font size
- Customize the consolidation options in table columns
- Sample Caseware Cloud security framework
- Get CloudBridge
- Frequently asked questions
- Caseware Cloud Service Level Agreement
- What is Caseware DocuFlex?
- client's transactions
- Set up signoff schemes
- Define signoff roles
- Add a header and footer in a letter or memo
- Letters and Memos
- Customize fonts and headings
- Lockdown history as a PDF
- Duplicate & Unlink feature
- Import a new trial balance
- Import trial balance from an engagement
- Import the client's data
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