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- Dashboards
- sample selection
- View licenses and downloads for Caseware Desktop products
- List of Cloud Connector functions
- Data linkage and realtime updates in Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Insert data using the Cloud Connector pane
- Get started with Caseware Cloud Connector
- Deploy add-ins in the admin center
- English (US)
- Create client entities
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Integrate single sign-on
- Get started - Firm Administrator
- Respond to a query
- Send the query to contacts
- Staff-client interaction workflow
- Recovering folders and files from the Recycle Bin
- Get started - Staff
- What is Caseware Accomplish?
- Planning
- Get Started
- Review work programs
- Complete the Optimiser document
- Locate the client's documents
- List of Cloud Connector functions
- Import and manage data
- English (US)
- Get started - Staff
- Create staff
- Complete the query
- Review the query
- Reopen the query
- Collaborate with clients
- Review client progress and responses
- Clients respond to the query
- Import the client's transactions and other subledger data from a CSV or Excel file
- English (US)
- Get CloudBridge
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No thanks, I just want the file.