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- Manage the firm template
- Built-in roles
- Access the product settings
- restored from the Recycle Bin
- Permissions
- Manage access for Caseware Cloud apps
- purchased and enabled
- Get started with Caseware Cloud Connector
- What is Caseware Cloud Connector?
- https://portal.cpa.com/aa/onpoint-pcr
- Activate your Firm Admin account
- Get started – Firm Administrators
- System Requirements
- Dataset types described
- Import the client's data from a CSV or Excel file
- Import the client's transactions and other subledger data from a CSV or Excel file
- Manage tasks
- Dashboards and Tracking
- Activities
- https://admin.microsoft.com/
- Install Extractly for your firm
- Tax schedules
- Tax Preparation
- English (US)
- Add visibility settings in checklists
- English (US)
- Integrate Working Papers with Caseware Cloud
- Integration
- Complete the engagement setup procedures
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