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- Objectives
- Understanding
- Setup
- Responsibilities
- User roles and permissions
- Import from accounting software
- Caseware Support
- English (US)
- CloudBridge (Canada, Single)
- OnPoint CloudBridge (USA, Single)
- Accounting estimates
- Perform risk assessment
- Get started with the integrated apps portal (Microsoft)
- Data linkage and realtime updates in Cloud Connector
- Create a consolidation engagement
- Dataset types described
- Excel file requirements
- Index
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