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- Import the client's data from a CSV or Excel file
- Start the engagement
- Get started - Staff
- staff
- Get started - Firm Administrator
- Manage sync copies
- English (US)
- Customize fonts and headings
- English (US)
- Consolidation setup
- Engagement Setup
- Create a Caseware Cloud engagement using Caseware Working Papers
- Migrate small data sets (under 50 files)
- What is Caseware Hybrid Cloud?
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