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- IDEA
- Group properties
- Link an account or a group to a note in the financial statements
- Add data in the financial statements tables
- Review account analysis in the financial statements
- Insert entity and dimension IDs into Excel
- Collaborate with clients
- English (US)
- Assign system-wide security roles
- Create custom security roles
- Create custom security roles
- Built-in roles
- Assign system-wide security roles
- Enable Caseware Taxflow
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