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- Formatting and Display Options
- Template setup
- Home
- Roles and Permissions
- Business Units
- Register a new app for single sign-on
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Replace files
- Grant users and groups access to entities
- carry forward
- Get started - Firm Administrator
- Simple Electronic Signature response type in queries.
- Users and Groups
- Send the engagement letter to clients for review and signature
- Planning trial balance
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