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- Assign system-wide security roles
- Roles and Permissions
- Import the client's data from a CSV or Excel file
- Edit table rows in the financial statements
- Set up and import a trial balance containing dimensions
- Modify dynamic tables in the financial statements
- implemented fund reporting
- Caseware Support
- Get CloudBridge
- Integrate Working Papers with Caseware Cloud
- Transfer individual engagements with CloudBridge
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