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- Get started - Firm Administrator
- Assign authorized staff to use single sign-on
- View guidance information in the financial statements
- Financial Statements Preparation
- View and share financial statements
- Hide sublevel headings for notes
- Replace text and field placeholders in the financial statements
- Copy the metadata endpoint
- Generate the Reply URL
- Register a new app for single sign-on
- Generate a client secret
- Configure optional claims
- What is Caseware Cloud Connector?
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