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- Get started with Cloud Connector
- Create client entities
- Customize the title of the notes section in the financial statements
- Customize numbered headings in the financial statements
- Add areas
- Get started with Cloud API
- Purchase and enable Cloud Connector for your firm
- Data linkage and real time updates in Cloud Connector
- Complete optimizer checklists
- Create and set up an engagement file
- Choose content language
- What are Global Statutory Reporting apps?
- View API documentation
- Get started with PBC Requests
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