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- Download a reference copy of the engagement
- Lock down the engagement
- Actividades
- List of Cloud Connector functions
- Data linkage and real time updates in Cloud Connector
- Rearrange areas in the financial statements
- Rounding setup recommendations
- Insert data using MS Excel formula bar with Cloud Connector
- Settings
- year-end
- Maintenance
- https://portal.cpa.com/aa/onpoint-ebp
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