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- Import and manage data
- Import the client's data from a CSV or Excel file
- Integrate single sign-on with Okta
- copied to a text document previously
- Generate the Reply URL
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Template setup
- Manage the firm template
- Get started
- Why adopt the 2025 template?
- Index
- Get started with Cloud Connector
- English (US)
- Add visibility settings in checklists
- English (US)
- Group audit
- New in OnPoint Audit
- Filter by entity metadata
- Common use cases
- Get started with Cloud API
- Get started - Firm Administrator
- Risk Assessment
- Invalid firm message
- General troubleshooting
- Troubleshooting
- Index
- Get started with Cloud Connector
- https://portal.cpa.com/aa/das
- What is OnPoint DAS?
- Manage the firm template
- Get started - Firm Author
- Get started - Firm Administrator
- What is Caseware PBC Requests?
- What is Caseware Audit?
- What is Caseware Accomplish?
- Customize the number settings
- What is Caseware DocuFlex Enterprise?
- Add identified controls
- Integrate Working Papers with Caseware Cloud
- Upload files to an entity
- Review and complete the work programs
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