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- Complete optimizer checklists
- Get started - Firm Administrator
- Caseware Academy - Germany | Getting Started with Extractly
- New in Caseware Extractly
- What's New
- Wrap up and lock down the engagement
- View the status of the query
- Send the query to clients
- Support
- Home
- Review the query
- https://portal.cpa.com/aa/das
- What is OnPoint DAS?
- Manage the firm template
- Get started - Firm Author
- Get started - Firm Administrator
- Review client progress and responses
- Reopen the query
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
- Index
- English (US)
- Get started - Firm Administrator
- Define a consolidation hierarchy
- Link a consolidation engagement to another engagement file
- English (US)
- Collaborate with clients
- Clients respond to the query
- New in Caseware PBC Requests
- Known issues
- Release updates
- Caseware PBC Requests
- Recovering previous versions of uploaded files
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