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- Import the client's data from a CSV or Excel file
- Import and manage data
- Unassign accounts from groups
- Import client's data
- Planning
- List of Cloud Connector functions
- FAQ
- Manage staff across business units
- Deploy an Office Add-in using the admin center
- Create custom security roles
- Download Working Papers files
- English (US)
- Integrate single sign-on with Entra ID (formerly Azure AD)
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- https://portal.cpa.com/aa/onpoint-ebp
- Manage risks and risk assessments
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- Neuerungen in AiDA
- Insert data using MS Excel formula dialog with Cloud Connector
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- Data recovery limitations
- Beschreibung von Mitarbeiterrollen
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