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- Description of staff roles
- Contacts
- Staff
- Firm Author
- Enterprise Author
- Supported third-party desktop accounting software
- What is Caseware DocuFlex Enterprise?
- What is Caseware DocuFlex CA?
- What is Caseware DocuFlex OAG?
- Get CloudBridge
- firm author
- Activate the Firm Admin account
- Activate your Firm Admin account
- Get started - Firm Administrator
- Get Started
- Deploy an Office Add-in using the admin center
- Grant users access to items in an entity
- Create staff or contact groups
- Creating an account.
- Send the query to contacts
- Create a query document
- Staff-Client collaboration workflow
- Link an account or a group to a note in the financial statements
- Add data in the financial statements tables
- Replace text and field placeholders in the financial statements
- Get started with central planning
- Translate the financial statements
- Assign system-wide security roles
- Best practices for firm-managed knowledge bases
- Workflow examples
- What is Caseware Cloud Connector?
- What is Caseware Cloud Connector?
- Index
- Add areas
- Certifications
- Release updates
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