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- Built-in roles
- Manage access for Caseware Cloud apps
- Create staff
- Get started - Firm Administrator
- English (US)
- Review and publish
- Hybrid Cloud
- Create a query document
- Before purchasing a Caseware Cloud license
- Description of staff roles
- Contacts
- Send the query to contacts
- Carry forward materiality
- Configure optional claims
- Staff-Client collaboration workflow
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