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- Create a consolidation engagement
- Add a financial statement area
- Import a trial balance for an internal subsidiary
- Export adjustments and trial balance data
- Tax export codes
- Deploy add-ins in the admin center
- Get started with Caseware Cloud Connector
- Clear the Office cache
- Troubleshooting
- Insert data using the Cloud Connector pane
- Insert data using MS Excel formula dialog with Cloud Connector
- Start the engagement
- Download Working Papers files
- Manage risks and risk assessments
- Group audit overview
- Import the client's data from a CSV or Excel file
- Account details described
- Prepare a CSV or Excel file to import transactions or subledger data
- Dashboards and Tracking
- Activities
- Files
- Frequently asked questions
- Roles and Permissions
- Caseware DocuFlex OAG Market Release (v.1.2956.0)
- Release History
- Get Started
- What's New
- AiDA 2025-10
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