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- Purchase and manage a Caseware Cloud license
- Integrate an engagement file with a Cloud entity
- Import the client's data from a CSV or Excel file
- Import the client's data
- Entities
- Integrate Working Papers with Caseware Cloud
- Add a tax group
- Define components
- Copy the metadata endpoint
- Generate a client secret
- Register a new app for single sign-on
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
- Transfer individual engagements with CloudBridge
- Get CloudBridge
- English (US)
- OnPoint CloudBridge (USA, Single)
- Get started - firm authors
- Template setup
- Get started
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No thanks, I just want the file.