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- Get started with MyCaseware
- Perform the acceptance and continuance
- Start the engagement
- Plan the engagement
- Get started - Staff
- Get started - Firm Administrator
- Change personal preferences
- User roles and permissions
- Configure optional claims (Entra ID)
- Generate the Reply URL (Entra ID)
- Copy the metadata endpoint (Entra ID)
- Generate a client secret (Entra ID)
- Exclude prior year information from the financial statements
- English (US)
- Customize analytic tests
- Link analytic tests to a checklist procedure
- Manage analytic tests in the Analytics Hub
- Contacts
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