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- Set staff access levels.
- Import the client's data from a CSV or Excel file
- Complete the OnPoint Audit dialog
- Transition guide—OnPoint Audit 2025 template
- New in Caseware Cloud
- Frequently asked questions
- Créer des entités clientes
- Entités
- Manage access for Caseware Cloud apps
- English (US)
- Get started - Firm Administrator
- Frequently asked questions
- English (US)
- Manage access for Caseware Cloud apps
- English (US)
- Assign system-wide security roles
- What is Caseware Extractly?
- Controls report
- Planning
- Fieldwork
- Risk Assessment
- Caseware Academy | Getting Started with Extractly
- Create a consolidation engagement
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- New in Caseware Cloud Engagements
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- Lock down the engagement
- Dashboards
- Excel file requirements
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