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- Create firm-managed knowledge bases
- Get started with central planning
- Authoring index.
- Winter 2025 changes
- Template setup
- Customize fonts and headings
- Get started - Staff
- Create and set up an engagement file
- Files
- Set up the engagement properties
- Add one or more external links in the engagement file
- Show or hide prior year information
- English (US)
- Import and manage data
- Trial balance
- Import the client's transactions and other subledger data from a CSV or Excel file
- Viewing overall engagement status
- Deprecated features
- Frequently asked questions
- What is Caseware SQM?
- Transaction details
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