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- Create a new application group
- Integrate single sign-on with ADFS
- Template setup
- Get started
- Exclude prior year information from the financial statements
- Use non-consolidated balances in the financial statements
- View guidance information in the financial statements
- Get started with Caseware Cloud Connector
- MyCaseware
- Troubleshooting
- Purchase and enable Cloud Connector for your firm
- purchased and enabled
- Collect the initial information and documents from the client
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