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- Conclude the engagement
- Conclusion
- Caseware Support
- Get CloudBridge
- planning balance
- English (US)
- English (Canada)
- Built-in roles
- Integrate single sign-on with Entra ID (formerly Azure AD)
- enable single sign-on for your firm
- Import the client's data from a CSV or Excel file
- Dataset types described
- Planning
- Get Started
- Import the client's data from a CSV or Excel file
- Create an engagement file for the next period (roll forward)
- Share a Caseware SmartSync file on Caseware Cloud
- Manage sync copies
- Get started - Firm Administrator
- Get started - Firm Author
- Integrate single sign-on
- Copy the metadata URI
- Integrate single sign-on with Okta
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