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- Download a reference copy of the engagement
- Generate an attribute sample from an analytic test
- Index
- Add an account or a group in the Data page
- Import the client’s transactions from a CSV
- English (US)
- Filter by entity metadata
- Common use cases
- Get started with Cloud API
- Get started - Firm Administrator
- Risk Assessment
- Planning
- Complete optimizer checklists
- Form 8825 Rental real estate income and expenses of a Partnership or an S Corporation
- What's new - Caseware Taxflow Winter 2025
- New in Caseware Sherlock
- Create views for all users
- Create a new view
- Assign views
- Firm settings - Caseware Sherlock
- https://portal.cpa.com/aa/onpoint-pcr
- English (Canada)
- English (US)
- Index
- Add identified risks
- Identify preliminary analytical procedures
- Abandon sync copies
- New in Caseware Audit
- Start an engagement
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No thanks, I just want the file.