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- Import the client's data from a CSV or Excel file
- Export trial balance groups
- Prerequisites for importing from desktop accounting software
- sample selection
- Excel file requirements
- Get started - Firm Administrator
- Firm settings - Organization
- Controlling access to Caseware Working Papers files
- Firm settings - Caseware Working Papers
- Cloud 37.0
- English (US)
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- Integrate single sign-on with Entra ID
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