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- https://admin.microsoft.com/
- Get started - Firm Administrator
- Create and set up an engagement file
- Files
- Set up the engagement properties
- Add one or more external links in the engagement file
- Show or hide prior year information
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- What is Caseware Cloud Connector?
- Why am I receiving an error message?
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Set staff rates and work codes
- Install Extractly for your firm
- Check system and file history
- Create a private file or activity
- Caseware SQM
- Change the default appearance of invoices
- Set up client billing
- Invoice
- What is Caseware SQM?
- Activate your Firm Admin account
- What is Caseware Accomplish?
- Manage client relationships
- Create workflows
- Integrate single sign-on with Entra ID (formerly Azure AD)
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