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- Create an engagement file for the next period (roll forward)
- Share a Caseware SmartSync file on Caseware Cloud
- Manage sync copies
- Integrate single sign-on with Entra ID
- Generate the Reply URL
- Integrate single sign-on with Entra ID (formerly Azure AD)
- enable single sign-on for your firm
- Assign authorized staff to use single sign-on
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