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In this article
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- Import the client's data from a CSV or Excel file
- Understand the trial balance dataset
- What is Caseware Cloud?
- Frequently asked questions
- Get started - Firm Administrator
- Index
- Maintenance
- Files
- Entities
- Dashboards and Tracking
- Activities
- Support
- Security Certifications
- Integrate an engagement file with a Cloud entity
- Import a new trial balance
- import a new trial balance
- Final trial balance
- Import the client's data from a CSV or Excel file
- Get started with central planning
- Create and set up an engagement file
- Copy risks, controls or checklists from other engagements
- Carry forward an engagement
- Create a new engagement based on an existing file
- Import the trial balance from an engagement file
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