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- Integrate single sign-on with Entra ID (formerly Azure AD)
- Generate the Reply URL
- Cloud Engagements 2025-12
- New in Caseware Cloud
- Get CloudBridge
- Document the audit response to assessed risks
- Review and complete the work programs
- Risk Response
- Index
- Export GIFI data
- Import from Sage desktop
- https://portal.cpa.com/aa/onpoint-pcr
- Cloud Billing
- Firm settings - System
- Set up signoff schemes
- Define signoff roles
- Add a header and footer in a letter or memo
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- carry forward
- roll forward
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- Template setup
- Manage the firm template
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