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• Add identified risks
• Audit strategy
• Identify preliminary analytical procedures
• Add identified controls
• Add a control
• Manage your imported data
• Import and manage data
• Import a trial balance for an internal subsidiary
• Get started with Cloud Connector
• Create a custom mapping file (.ini)
• Transfer engagements in bulk with CloudBridge
• English (US)
• English (US)
• View accounts
• English (US)
• Dataset types described
• https://portal.cpa.com/aa/onpoint-pcr
• OnPoint PCR
• firm administrator
• Date format
• Set up and import a trial balance containing dimensions
• English (US)
• Import the client's data from a CSV or Excel file
• Index
• Perform data analysis
• Define signoff roles
• Insert data using MS Excel formula bar with Cloud Connector
• Data linkage and realtime updates in Cloud Connector
• Get started with Caseware Cloud Connector
• Frequently asked questions
• Home
• Entities
• Settings
• Dashboards
• English (US)
• Integrate online accounting software with Caseware Cloud
• Import the client's data, where applicable
• Start the engagement
• Get started - Staff
• Get Started
• assign tax groups
• Tax groups
• Form 8825 Rental real estate income and expenses of a Partnership or an S Corporation
• What's new - Caseware Taxflow Winter 2025
• Import a new trial balance
• Import trial balance from an engagement
• Import client's data
• Planning
• Troubleshooting
• Get Started
• Engagement Management
• Integration
• CloudBridge
• Migration
• Create a new engagement based on an existing file
• Get started with Caseware AiDA
• Enhanced reference copy for engagements
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• Open and edit PDFs locally
• Edit an added PDF document
• What is Caseware AiDA?
• Understand the trial balance dataset
• English (US)
• What is Caseware Audit?