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- Integrate single sign-on with Entra ID (formerly Azure AD)
- Get CloudBridge
- Migrate large data sets (over 50 files)
- Migrate large data sets (over 50 files)
- Generate a client secret
- Register a new app for single sign-on
- Manage the firm template
- Review work programs
- Fieldwork
- What's New
- Index
- Deactivate or delete client entities
- Entities
- Organize internal entities
- Entities
- Create views for all users
- Create custom entity types
- Create client entities
- Upload files to an entity
- English (International)
- Create a query document
- English (US)
- Get started - Staff
- Create staff
- Get started - Firm Administrator
- Share a Caseware SmartSync file on Caseware Cloud
- De transacties en andere subgrootboekgegevens van de klant importeren vanuit een CSV- of Excel-bestand
- Transactions par compte
- English (US)
- English (Canada)
- Import from QuickBooks desktop to Caseware ReviewComp
- Import the client's data
- https://portal.cpa.com/aa/onpoint-ebp
- What is OnPoint EBP?
- English (US)
- Set up and import a trial balance containing dimensions
- Excel or CSV
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