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- Get started - Firm Administrator
- Dataset types described
- Manage the firm template.
- Template setup
- Get started
- New in Caseware Cloud Engagements
- Cloud Engagements 2025-11
- Cloud 38.0
- Cloud 40.0
- Cloud Engagements 2025-10
- Clear the Office cache
- Troubleshooting
- English (US)
- https://portal.cpa.com/aa/das
- What is OnPoint DAS?
- English (US)
- Import and manage data
- Trial balance
- Add a financial statement area
- Display zero balance columns in dynamic tables
- Edit a group
- Customize financial groups
- Create custom groups in tables
- Caseware Academy - North America | Gettting Started with Extractly
- Import the client's transactions and other subledger data from a CSV or Excel file
- Perform fieldwork
- Fieldwork
- English (US)
- https://portal.cpa.com/aa/onpoint-pcr
- Login settings
- Roles and Permissions
- View licenses and downloads for Caseware Desktop products
- Get started with central planning
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