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- Add an account or a group in the Data page
- Assign accounts to groups
- Import data from Xero
- Understand the trial balance dataset
- English (US)
- Install Caseware WebDAV protocol unattended
- Protected View feature for PDFs (Windows), Adobe Reader
- Open and edit PDFs locally
- Get started with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
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