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- Import from Sage desktop
- Resolve data import conflicts
- Import data from online accounting software
- Manage your imported data
- Get started - Firm Administrator
- Change the display option for table rows
- Customize font sizes and spacing in the financial statements
- Customize the financial statements layout
- Add table of contents in financial statements
- Setup
- Access
- Get started with Caseware Cloud Connector
- General troubleshooting
- Get started - Firm Administrator
- Assign system-wide security roles
- Contact roles
- Deny users and groups access to an entity
- Built-in roles
- Grant users and groups access to entities
- Get Started
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